Essex Savings Bank’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Essex Savings Bank’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	$565K	Hold	2,045	–	–	0.12%	165
2026 Q1	$494K	Hold	2,045	–	–	0.11%	169
2025 Q4	$509K	Hold	2,045	–	–	0.11%	165
2025 Q3	$495K	Hold	2,045	–	–	0.11%	156
2025 Q2	$458K	Hold	2,045	–	–	0.11%	165
2025 Q1	$421K	Hold	2,045	–	–	0.1%	173
2024 Q4	$442K	Buy	+2,045	New	+$448K	0.11%	161

Other funds holding TILT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

TWA

Trace Wealth Advisors Los Angeles, California $153M AUM 27.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Essex Savings Bank's TILT Position: Q2 2026 in Review

Essex Savings Bank held its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) position steady in Q2 2026 at 2,045 shares worth $565K. The position accounts for 0.12% of the portfolio, ranked #165.

Essex Savings Bank first reported a position in TILT in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

Essex Savings Bank held 2,045 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $565K as of Q2 2026.
Essex Savings Bank left its FlexShares Morningstar US Market Factors Tilt Index Fund share count unchanged in Q2 2026.
FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.12% of Essex Savings Bank's portfolio in Q2 2026, its #165 holding.
Essex Savings Bank first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q4 2024 and has held it in 7 quarters since.
55 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.