CIBC Private Wealth Group’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$448K	Hold	1,800	–	–	﹤0.01%	918
2025 Q3	$436K	Hold	1,800	–	–	﹤0.01%	908
2025 Q2	$403K	Hold	1,800	–	–	﹤0.01%	889
2025 Q1	$326K	Hold	1,800	–	–	﹤0.01%	940
2024 Q4	$391K	Hold	1,800	–	–	﹤0.01%	933
2024 Q3	$383K	Hold	1,800	–	–	﹤0.01%	954
2024 Q2	$364K	Hold	1,800	–	–	﹤0.01%	907
2024 Q1	$355K	Hold	1,800	–	–	﹤0.01%	918
2023 Q4	$328K	Sell	1,800 -150	-8%	-$25.3K	﹤0.01%	904
2023 Q3	$318K	Hold	1,950	–	–	﹤0.01%	870
2023 Q2	$329K	Sell	1,950 -100	-5%	-$15.9K	﹤0.01%	759
2023 Q1	$322K	Buy	+2,050	New	+$320K	﹤0.01%	771
2022 Q4	–	Sell	-2,050	Closed	-$283K	–	938
2022 Q3	$283K	Hold	2,050	–	–	﹤0.01%	795
2022 Q2	$298K	Hold	2,050	–	–	﹤0.01%	799
2022 Q1	$357K	Hold	2,050	–	–	﹤0.01%	817
2021 Q4	$374K	Hold	2,050	–	–	﹤0.01%	831
2021 Q3	$346K	Hold	2,050	–	–	﹤0.01%	793
2021 Q2	$349K	Hold	2,050	–	–	﹤0.01%	871
2021 Q1	$327K	Hold	2,050	–	–	﹤0.01%	889
2020 Q4	$297K	Buy	+2,050	New	+$276K	﹤0.01%	872

Other funds holding TILT

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CIBC Private Wealth Group's TILT Position: Q4 2025 in Review

CIBC Private Wealth Group held its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) position steady in Q4 2025 at 1,800 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

CIBC Private Wealth Group first reported a position in TILT in Q4 2020 and has held it in 20 quarters since. 101 funds tracked by Wall St. Rank hold TILT as of Q4 2025.

CIBC Private Wealth Group held 1,800 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $448K as of Q4 2025.
CIBC Private Wealth Group left its FlexShares Morningstar US Market Factors Tilt Index Fund share count unchanged in Q4 2025.
FlexShares Morningstar US Market Factors Tilt Index Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #918 holding.
CIBC Private Wealth Group first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q4 2020 and has held it in 20 quarters since.
101 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.