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

Discipline Wealth Solutions’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	$2.62M	Buy	10,858 +1,083	+11%	+$272K	0.28%	56
2025 Q4	$2.43M	Sell	9,775 -462	-5%	-$114K	0.45%	46
2025 Q3	$2.48M	Buy	10,237 +2,166	+27%	+$505K	0.65%	32
2025 Q2	$1.81M	Buy	8,071 +6,303	+357%	+$1.31M	0.69%	28
2025 Q1	$364K	Sell	1,768 -624	-26%	-$135K	0.17%	58
2024 Q4	$517K	Buy	2,392 +6	+0.3%	+$1.31K	0.24%	51
2024 Q3	$508K	Buy	2,386 +4	+0.2%	+$820	0.27%	43
2024 Q2	$476K	Buy	+2,382	New	+$465K	0.38%	19

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

Discipline Wealth Solutions's TILT Position: Q1 2026 in Review

Discipline Wealth Solutions increased its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) stake by 11% in Q1 2026, buying an estimated $272K and bringing the position to 10,858 shares worth $2.62M. The position accounts for 0.28% of the portfolio, ranked #56.

Discipline Wealth Solutions first reported a position in TILT in Q2 2024 and has held it in 8 quarters since. 110 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

Discipline Wealth Solutions held 10,858 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $2.62M as of Q1 2026.
Discipline Wealth Solutions bought 1,083 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q1 2026, an estimated $272K.
FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.28% of Discipline Wealth Solutions's portfolio in Q1 2026, its #56 holding.
Discipline Wealth Solutions first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q2 2024 and has held it in 8 quarters since.
110 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.