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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.04M Buy
2025
Q2
$1.55M Buy
2025
Q1
$269K Sell
2024
Q4
$345K Buy
2024
Q3
$372K Sell
2024
Q2
$370K Buy