Global Retirement Partners’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Global Retirement Partners’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 Q4	$190K	Buy	+2,044	New	+$184K	﹤0.01%	1508
2025 Q3	–	Sell	-4,044	Closed	-$338K	–	4025
2025 Q2	$338K	Buy	+4,044	New	+$318K	0.01%	874

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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

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return