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Goldstein Advisors’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Goldstein Advisors’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 		$3.8M Sell
13,748
-89
-0.6% -$23.7K 0.35% 37
2026
Q1 		$3.34M Sell
13,837
-145
-1% -$36.4K 0.37% 35
2025
Q4 		$3.48M Sell
13,982
-7
-0.1% -$1.72K 0.4% 34
2025
Q3 		$3.39M Sell
13,989
-33
-0.2% -$7.7K 0.41% 33
2025
Q2 		$3.14M Sell
14,022
-52
-0.4% -$10.8K 0.42% 32
2025
Q1 		$2.9M Sell
14,074
-480
-3% -$104K 0.42% 30
2024
Q4 		$3.14M Buy
14,554
+287
+2% +$62.8K 0.46% 31
2024
Q3 		$3.04M Buy
14,267
+378
+3% +$77.5K 0.46% 29
2024
Q2 		$2.78M Sell
13,889
-79
-0.6% -$15.4K 0.46% 30
2024
Q1 		$2.77M Sell
13,968
-121
-0.9% -$22.7K 0.47% 31
2023
Q4 		$2.57M Sell
14,089
-111
-0.8% -$18.7K 0.43% 44
2023
Q3 		$2.31M Sell
14,200
-866
-6% -$147K 0.48% 31
2023
Q2 		$2.54M Sell
15,066
-366
-2% -$58.3K 0.53% 31
2023
Q1 		$2.42M Buy
15,432
+203
+1% +$31.7K 0.53% 32
2022
Q4 		$2.26M Buy
+15,229
New +$2.28M 0.55% 33

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

Goldstein Advisors's TILT Position: Q2 2026 in Review

Goldstein Advisors reduced its Northern Trust Morningstar US Market Factor Tilt ETF (TILT) stake by 0.64% in Q2 2026, selling an estimated $23.7K and leaving 13,748 shares worth $3.8M. The position accounts for 0.35% of the portfolio, ranked #37.

Goldstein Advisors first reported a position in TILT in Q4 2022 and has held it in 15 quarters since. 123 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

  • Goldstein Advisors held 13,748 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $3.8M as of Q2 2026.
  • Goldstein Advisors sold 89 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q2 2026, an estimated $23.7K.
  • Northern Trust Morningstar US Market Factor Tilt ETF made up 0.35% of Goldstein Advisors's portfolio in Q2 2026, its #37 holding.
  • Goldstein Advisors first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q4 2022 and has held it in 15 quarters since.
  • 123 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.