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

Cyndeo Wealth Partners’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
2026 Q2	$817K	Sell	8,328 -6	-0.1%	-$596	0.04%	284
2026 Q1	$783K	Sell	8,334 -17	-0.2%	-$1.65K	0.04%	260
2025 Q4	$774K	Sell	8,351 -18	-0.2%	-$1.62K	0.04%	270
2025 Q3	$743K	Sell	8,369 -25	-0.3%	-$2.15K	0.04%	269
2025 Q2	$701K	Buy	8,394 +556	+7%	+$43.7K	0.04%	267
2025 Q1	$586K	Buy	+7,838	New	+$572K	0.04%	279

Other funds holding TLTD

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Cyndeo Wealth Partners's TLTD Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) stake by 0.07% in Q2 2026, selling an estimated $596 and leaving 8,328 shares worth $817K. The position accounts for 0.04% of the portfolio, ranked #284.

Cyndeo Wealth Partners first reported a position in TLTD in Q1 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold TLTD as of Q2 2026.

Cyndeo Wealth Partners held 8,328 shares of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund worth $817K as of Q2 2026.
Cyndeo Wealth Partners sold 6 FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund shares in Q2 2026, an estimated $596.
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #284 holding.
Cyndeo Wealth Partners first reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in Q1 2025 and has held it in 6 quarters since.
16 funds tracked by Wall St. Rank held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.