Creative Financial Designs’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Creative Financial Designs’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	$1.21K	Hold	5	–	–	﹤0.01%	1860
2025 Q4	$1.24K	Hold	5	–	–	﹤0.01%	1760
2025 Q3	$1.21K	Hold	5	–	–	﹤0.01%	1782
2025 Q2	$1.12K	Buy	+5	New	+$1.04K	﹤0.01%	1765

Other funds holding TILT

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Financial Designs's TILT Position: Q1 2026 in Review

Creative Financial Designs held its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) position steady in Q1 2026 at 5 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Creative Financial Designs first reported a position in TILT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.24K in Q4 2025. 110 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

Creative Financial Designs held 5 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $1.21K as of Q1 2026.
Creative Financial Designs left its FlexShares Morningstar US Market Factors Tilt Index Fund share count unchanged in Q1 2026.
FlexShares Morningstar US Market Factors Tilt Index Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1860 holding.
Creative Financial Designs first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q2 2025 and has held it in 4 quarters since.
Creative Financial Designs's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $1.24K in Q4 2025.
110 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.