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Global Wealth Strategies & Associates’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-12
Closed -$2.9K – 430
2026
Q1 		$2.9K Hold
12
– – ﹤0.01% 386
2025
Q4 		$2.98K Hold
12
– – ﹤0.01% 396
2025
Q3 		$2.91K Buy
+12
New +$2.8K ﹤0.01% 369

Other funds holding TILT

RW
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ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 34.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Global Wealth Strategies & Associates's TILT Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q2 2026, closing a stake of 12 shares — an estimated $2.9K sold.

Global Wealth Strategies & Associates first reported a position in TILT in Q3 2025 and held it in 3 quarters. The position peaked at $2.98K in Q4 2025. 13 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 12 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q2 2026, an estimated $2.9K.
  • Global Wealth Strategies & Associates first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $2.98K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.