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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.6K Hold
152
0.01% 302
2025
Q1
$29.8K Buy
152
+122
+407% +$23.9K 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 +$5.78K ﹤0.01% 542