Cherry Tree Wealth Management’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Cherry Tree Wealth Management’s Portfolio TILT Stock Details TILT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.28K	Hold	26	–	–	﹤0.01%	467
2025 Q4	$6.47K	Hold	26	–	–	﹤0.01%	465
2025 Q3	$6.3K	Hold	26	–	–	﹤0.01%	453
2025 Q2	$5.83K	Hold	26	–	–	﹤0.01%	461
2025 Q1	$5.35K	Hold	26	–	–	﹤0.01%	519
2024 Q4	$5.62K	Hold	26	–	–	﹤0.01%	468
2024 Q3	$5.53K	Hold	26	–	–	﹤0.01%	472
2024 Q2	$5.2K	Hold	26	–	–	﹤0.01%	458
2024 Q1	$5.16K	Hold	26	–	–	﹤0.01%	437
2023 Q4	$4.75K	Hold	26	–	–	﹤0.01%	434
2023 Q3	$4.24K	Hold	26	–	–	﹤0.01%	419
2023 Q2	$4.38K	Buy	+26	New	+$4.14K	﹤0.01%	419

Other funds holding TILT

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cherry Tree Wealth Management's TILT Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Northern Trust Morningstar US Market Factor Tilt ETF (TILT) position steady in Q1 2026 at 26 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Cherry Tree Wealth Management first reported a position in TILT in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.47K in Q4 2025. 111 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

Cherry Tree Wealth Management held 26 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $6.28K as of Q1 2026.
Cherry Tree Wealth Management left its Northern Trust Morningstar US Market Factor Tilt ETF share count unchanged in Q1 2026.
Northern Trust Morningstar US Market Factor Tilt ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #467 holding.
Cherry Tree Wealth Management first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $6.47K in Q4 2025.
111 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.