FIM
TILT icon

Freedom Investment Management’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-3,162
Closed -$708K – 647
2025
Q2 		$708K Buy
3,162
+152
+5% +$31.7K 0.06% 345
2025
Q1 		$619K Buy
3,010
+232
+8% +$50.3K 0.05% 360
2024
Q4 		$600K Buy
2,778
+463
+20% +$101K 0.05% 369
2024
Q3 		$493K Buy
2,315
+68
+3% +$13.9K 0.04% 445
2024
Q2 		$449K Buy
2,247
+176
+8% +$34.4K 0.04% 459
2024
Q1 		$411K Sell
2,071
-42
-2% -$7.89K 0.03% 494
2023
Q4 		$386K Buy
+2,113
New +$356K 0.03% 505

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CFA
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Morgan Stanley
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Envestnet Asset Management
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return