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GeoWealth Management’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

GeoWealth 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
2026
Q2 		$121K Hold
440
– – ﹤0.01% 824
2026
Q1 		$106K Buy
440
+21
+5% +$5.27K ﹤0.01% 787
2025
Q4 		$104K Sell
419
-62
-13% -$15.2K ﹤0.01% 714
2025
Q3 		$117K Buy
+481
New +$112K ﹤0.01% 723

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 22.96% 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 $1.52B AUM 23.06% 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

GeoWealth Management's TILT Position: Q2 2026 in Review

GeoWealth Management held its Northern Trust Morningstar US Market Factor Tilt ETF (TILT) position steady in Q2 2026 at 440 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

GeoWealth Management first reported a position in TILT in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

  • GeoWealth Management held 440 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $121K as of Q2 2026.
  • GeoWealth Management left its Northern Trust Morningstar US Market Factor Tilt ETF share count unchanged in Q2 2026.
  • Northern Trust Morningstar US Market Factor Tilt ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #824 holding.
  • GeoWealth Management first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q3 2025 and has held it in 4 quarters since.
  • 123 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.