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Colonial River Investments’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Colonial River Investments’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
Q1 		– Sell
-1,175
Closed -$254K – 256
2024
Q4 		$254K Hold
1,175
– – 0.12% 169
2024
Q3 		$250K Sell
1,175
-136
-10% -$27.9K 0.12% 176
2024
Q2 		$262K Sell
1,311
-396
-23% -$77.4K 0.14% 126
2024
Q1 		$339K Sell
1,707
-351
-17% -$66K 0.19% 106
2023
Q4 		$376K Sell
2,058
-11,807
-85% -$1.99M 0.22% 125
2023
Q3 		$2.26M Sell
13,865
-233
-2% -$39.6K 1.47% 14
2023
Q2 		$2.38M Sell
14,098
-789
-5% -$126K 1.56% 13
2023
Q1 		$2.33M Buy
+14,887
New +$2.32M 1.37% 13

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Colonial River Investments's TILT Position: Q1 2025 in Review

Colonial River Investments sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q1 2025, closing a stake of 1,175 shares — an estimated $254K sold.

Colonial River Investments first reported a position in TILT in Q1 2023 and held it in 8 quarters. The position peaked at $2.38M in Q2 2023. 103 funds tracked by Wall St. Rank hold TILT as of Q1 2025.

  • Colonial River Investments reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q1 2025 after selling out during the quarter.
  • Colonial River Investments sold 1,175 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q1 2025, an estimated $254K.
  • Colonial River Investments first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q1 2023 and held it in 8 quarters.
  • Colonial River Investments's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $2.38M in Q2 2023.
  • 103 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q1 2025.

Based on Colonial River Investments's 13F filing for Q1 2025, filed 25 Apr 2025.