Cornerstone Planning Group’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Cornerstone Planning Group’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	$42.5K	Hold	154	–	–	0.01%	441
2026 Q1	$40.7K	Buy	154 +1	+0.7%	+$251	0.01%	453
2025 Q4	$39.1K	Buy	153 +1	+0.7%	+$246	0.01%	404
2025 Q3	$37.4K	Hold	152	–	–	0.01%	404
2025 Q2	$34.6K	Hold	152	–	–	0.01%	302
2025 Q1	$29.8K	Buy	152 +122	+407%	+$26.4K	0.01%	326
2024 Q4	$6.72K	Hold	30	–	–	﹤0.01%	518
2024 Q3	$6.47K	Hold	30	–	–	﹤0.01%	517
2024 Q2	$5.78K	Buy	+30	New	+$5.86K	﹤0.01%	542

Other funds holding TILT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

TWA

Trace Wealth Advisors Los Angeles, California $153M AUM 27.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cornerstone Planning Group's TILT Position: Q2 2026 in Review

Cornerstone Planning Group held its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) position steady in Q2 2026 at 154 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #441.

Cornerstone Planning Group first reported a position in TILT in Q2 2024 and has held it in 9 quarters since. 59 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

Cornerstone Planning Group held 154 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $42.5K as of Q2 2026.
Cornerstone Planning Group left its FlexShares Morningstar US Market Factors Tilt Index Fund share count unchanged in Q2 2026.
FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #441 holding.
Cornerstone Planning Group first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q2 2024 and has held it in 9 quarters since.
59 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.