Corient Private Wealth
TILT icon

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

Corient Private Wealth’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 		$4.18M Sell
17,312
-17,502
-50% -$4.39M 0.01% 920
2025
Q4 		$8.66M Buy
34,814
+26,814
+335% +$6.59M 0.01% 829
2025
Q3 		$1.94M Sell
8,000
-10,816
-57% -$2.52M ﹤0.01% 1078
2025
Q2 		$4.21M Hold
18,816
– – 0.01% 750
2025
Q1 		$3.87M Hold
18,816
– – 0.01% 752
2024
Q4 		$4.06M Sell
18,816
-200
-1% -$43.8K 0.01% 759
2024
Q3 		$4.05M Hold
19,016
– – 0.01% 816
2024
Q2 		$3.8M Hold
19,016
– – 0.01% 786
2024
Q1 		$3.77M Buy
19,016
+6,700
+54% +$1.26M 0.01% 789
2023
Q4 		$2.25M Hold
12,316
– – ﹤0.01% 951
2023
Q3 		$2.01M Hold
12,316
– – ﹤0.01% 914
2023
Q2 		$2.08M Buy
12,316
+5,000
+68% +$796K ﹤0.01% 884
2023
Q1 		$1.15M Sell
7,316
-2,584
-26% -$403K ﹤0.01% 1032
2022
Q4 		$1.47M Buy
+9,900
New +$1.48M 0.01% 799

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CFA
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RW
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ST
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Creative Planning
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MML Investors Services
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return