Empire Financial Management Company’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Empire Financial Management Company’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	–	Sell	-940	Closed	-$234K	–	222
2025 Q4	$234K	Sell	940 -270	-22%	-$66.3K	0.05%	202
2025 Q3	$293K	Hold	1,210	–	–	0.07%	178
2025 Q2	$271K	Hold	1,210	–	–	0.08%	175
2025 Q1	$249K	Hold	1,210	–	–	0.08%	182
2024 Q4	$261K	Sell	1,210 -220	-15%	-$48.2K	0.08%	177
2024 Q3	$304K	Sell	1,430 -224	-14%	-$45.9K	0.09%	174
2024 Q2	$331K	Hold	1,654	–	–	0.11%	165
2024 Q1	$328K	Hold	1,654	–	–	0.11%	172
2023 Q4	$302K	Hold	1,654	–	–	0.12%	164
2023 Q3	$269K	Hold	1,654	–	–	0.12%	165
2023 Q2	$279K	Sell	1,654 -199	-11%	-$31.7K	0.11%	172
2023 Q1	$291K	Buy	+1,853	New	+$289K	0.12%	167

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

Empire Financial Management Company's TILT Position: Q1 2026 in Review

Empire Financial Management Company sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q1 2026, closing a stake of 940 shares — an estimated $234K sold.

Empire Financial Management Company first reported a position in TILT in Q1 2023 and held it in 12 quarters. The position peaked at $331K in Q2 2024. 110 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

Empire Financial Management Company reported no remaining FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q1 2026 after selling out during the quarter.
Empire Financial Management Company sold 940 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q1 2026, an estimated $234K.
Empire Financial Management Company first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q1 2023 and held it in 12 quarters.
Empire Financial Management Company's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $331K in Q2 2024.
110 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.