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TILT icon

CoreCap Advisors’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

CoreCap Advisors’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
Q2 		$207K Buy
749
+17
+2% +$4.52K 0.01% 854
2026
Q1 		$177K Buy
732
+67
+10% +$16.8K 0.01% 842
2025
Q4 		$165K Sell
665
-24
-3% -$5.9K 0.01% 858
2025
Q3 		$167K Buy
689
+83
+14% +$19.4K 0.01% 856
2025
Q2 		$136K Sell
606
-31
-5% -$6.46K 0.01% 878
2025
Q1 		$131K Buy
637
+36
+6% +$7.8K 0.01% 805
2024
Q4 		$130K Buy
601
+268
+80% +$58.7K 0.01% 833
2024
Q3 		$70.9K Sell
333
-133
-29% -$27.3K ﹤0.01% 1051
2024
Q2 		$93.1K Buy
466
+15
+3% +$2.93K 0.01% 523
2024
Q1 		$89.5K Buy
+451
New +$84.8K ﹤0.01% 878
2022
Q4 		$91.5K Buy
+616
New +$92.3K 0.01% 770
2022
Q3 		– Sell
-1,765
Closed -$256K – 1935
2022
Q2 		$256K Buy
1,765
+189
+12% +$29.9K 0.02% 454
2022
Q1 		$274K Buy
1,576
+643
+69% +$111K 0.02% 430
2021
Q4 		$170K Buy
+933
New +$167K 0.01% 570

Other funds holding TILT

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 34.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

CoreCap Advisors's TILT Position: Q2 2026 in Review

CoreCap Advisors increased its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) stake by 2.3% in Q2 2026, buying an estimated $4.52K and bringing the position to 749 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #854.

CoreCap Advisors first reported a position in TILT in Q4 2021 and has held it in 14 quarters since. The position peaked at $274K in Q1 2022. 14 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

  • CoreCap Advisors held 749 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $207K as of Q2 2026.
  • CoreCap Advisors bought 17 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q2 2026, an estimated $4.52K.
  • FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #854 holding.
  • CoreCap Advisors first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $274K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.