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TILT icon

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

Curio 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 		$80.9K Hold
335
– – 0.03% 110
2025
Q4 		$84.4K Hold
335
– – 0.03% 115
2025
Q3 		$81.2K Hold
335
– – 0.03% 104
2025
Q2 		$75K Buy
335
+334
+33,400% +$69.6K 0.03% 109
2025
Q1 		$85.1K Sell
1
-393
-100% -$85.2K 0.04% 107
2024
Q4 		$85.1K Buy
+394
New +$86.3K 0.05% 105

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return