Comprehensive Money Management Services’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Comprehensive Money Management Services’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	$690K	Hold	2,857	–	–	0.45%	73
2025 Q4	$710K	Hold	2,857	–	–	0.49%	71
2025 Q3	$692K	Hold	2,857	–	–	0.49%	71
2025 Q2	$640K	Hold	2,857	–	–	0.49%	73
2025 Q1	$588K	Hold	2,857	–	–	0.47%	77
2024 Q4	$617K	Buy	+2,857	New	+$626K	0.51%	70

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 $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 $147B AUM 18.73% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Comprehensive Money Management Services's TILT Position: Q1 2026 in Review

Comprehensive Money Management Services held its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) position steady in Q1 2026 at 2,857 shares worth $690K. The position accounts for 0.45% of the portfolio, ranked #73.

Comprehensive Money Management Services first reported a position in TILT in Q4 2024 and has held it in 6 quarters since. The position peaked at $710K in Q4 2025. 110 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

Comprehensive Money Management Services held 2,857 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $690K as of Q1 2026.
Comprehensive Money Management Services left its FlexShares Morningstar US Market Factors Tilt Index Fund share count unchanged in Q1 2026.
FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.45% of Comprehensive Money Management Services's portfolio in Q1 2026, its #73 holding.
Comprehensive Money Management Services first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $710K in Q4 2025.
110 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.