Cherry Tree Wealth Management’s FlexShares Morningstar Emerging Markets Factor Tilt Index Fund TLTE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$59.3K	Hold	883	–	–	0.01%	253
2025 Q4	$56.4K	Hold	883	–	–	0.01%	258
2025 Q3	$55.7K	Hold	883	–	–	0.01%	252
2025 Q2	$51.8K	Hold	883	–	–	0.01%	255
2025 Q1	$46.3K	Hold	883	–	–	0.01%	264
2024 Q4	$45K	Hold	883	–	–	0.01%	262
2024 Q3	$50.4K	Hold	883	–	–	0.01%	257
2024 Q2	$47K	Hold	883	–	–	0.01%	253
2024 Q1	$45.3K	Hold	883	–	–	0.01%	254
2023 Q4	$45.1K	Hold	883	–	–	0.01%	244
2023 Q3	$42.3K	Hold	883	–	–	0.01%	239
2023 Q2	$43K	Buy	+883	New	+$42.9K	0.01%	239

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Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return

MML Investors Services

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Citadel Advisors

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Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Trace Wealth Advisors Los Angeles, California $133M AUM 21.96% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return