Corient Private Wealth
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Corient Private Wealth’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Corient Private Wealth’s Portfolio TLTD Stock Details TLTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$682K Hold
2025
Q1 		$611K Hold
2024
Q4 		$563K Hold
2024
Q3 		$613K Hold
2024
Q2 		$571K Hold
2024
Q1 		$585K Hold
2023
Q4 		$558K Hold
2023
Q3 		$511K Hold
2023
Q2 		$530K Sell
2023
Q1 		$529K Buy