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Envision Financial Transparency’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Envision Financial Transparency’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
Q2 		– Sell
-1,644
Closed -$397K – 89
2026
Q1 		$397K Buy
+1,644
New +$413K 0.39% 37

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envision Financial Transparency's TILT Position: Q2 2026 in Review

Envision Financial Transparency sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q2 2026, closing a stake of 1,644 shares — an estimated $397K sold.

Envision Financial Transparency first reported a position in TILT in Q1 2026 and held it in 1 quarter. The position peaked at $397K in Q1 2026. 123 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

  • Envision Financial Transparency reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q2 2026 after selling out during the quarter.
  • Envision Financial Transparency sold 1,644 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q2 2026, an estimated $397K.
  • Envision Financial Transparency first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q1 2026 and held it in 1 quarter.
  • Envision Financial Transparency's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $397K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.