FH
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Financial Harvest’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Financial Harvest’s Portfolio TLTD Stock Details TLTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,162
Closed -$243K – 96
2025
Q1 		$243K Buy
+1,162
New +$84.8K 0.2% 44

Other funds holding TLTD

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $943M AUM 22.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Financial Harvest's TLTD Position: Q2 2025 in Review

Financial Harvest sold out of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) in Q2 2025, closing a stake of 1,162 shares — an estimated $243K sold.

Financial Harvest first reported a position in TLTD in Q1 2025 and held it in 1 quarter. The position peaked at $243K in Q1 2025. 74 funds tracked by Wall St. Rank hold TLTD as of Q2 2025.

  • Financial Harvest reported no remaining FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position as of Q2 2025 after selling out during the quarter.
  • Financial Harvest sold 1,162 FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund shares in Q2 2025, an estimated $243K.
  • Financial Harvest first reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in Q1 2025 and held it in 1 quarter.
  • Financial Harvest's FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position peaked at $243K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund as of Q2 2025.

Based on Financial Harvest's 13F filing for Q2 2025, filed 14 Jul 2025.