FFM
TLTD icon

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

Forum Financial Management’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
2026
Q1 		$383K Hold
4,079
– – 0.01% 229
2025
Q4 		$378K Hold
4,079
– – ﹤0.01% 624
2025
Q3 		$362K Hold
4,079
– – 0.01% 631
2025
Q2 		$340K Hold
4,079
– – 0.01% 595
2025
Q1 		$305K Hold
4,079
– – 0.01% 581
2024
Q4 		$281K Hold
4,079
– – ﹤0.01% 658
2024
Q3 		$306K Hold
4,079
– – 0.01% 505
2024
Q2 		$285K Hold
4,079
– – 0.01% 501
2024
Q1 		$292K Hold
4,079
– – 0.01% 514
2023
Q4 		$279K Hold
4,079
– – 0.01% 483
2023
Q3 		$255K Hold
4,079
– – 0.01% 478
2023
Q2 		$265K Buy
+4,079
New +$266K 0.01% 484

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return