Greenfield Savings Bank’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Greenfield Savings Bank’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 Q3	$1.51M	Hold	5,460	–	–	0.57%	49
2026 Q2	$1.51M	Sell	5,460 -40	-0.7%	-$10.6K	0.57%	50
2026 Q1	$1.33M	Hold	5,500	–	–	0.57%	50
2025 Q4	$1.37M	Hold	5,500	–	–	0.58%	47
2025 Q3	$1.33M	Hold	5,500	–	–	0.56%	49
2025 Q2	$1.23M	Hold	5,500	–	–	0.56%	54
2025 Q1	$1.13M	Hold	5,500	–	–	0.56%	54
2024 Q4	$1.19M	Hold	5,500	–	–	0.57%	52
2024 Q3	$1.17M	Hold	5,500	–	–	0.55%	56
2024 Q2	$1.1M	Hold	5,500	–	–	0.57%	51
2024 Q1	$1.09M	Hold	5,500	–	–	0.57%	56
2023 Q4	$1M	Hold	5,500	–	–	0.58%	55
2023 Q3	$896K	Hold	5,500	–	–	0.56%	59
2023 Q2	$927K	Hold	5,500	–	–	0.63%	56
2023 Q1	$863K	Hold	5,500	–	–	0.56%	64
2022 Q4	$817K	Hold	5,500	–	–	0.54%	62
2022 Q3	$761K	Sell	5,500 -726	-12%	-$112K	0.55%	61
2022 Q2	$904K	Buy	+6,226	New	+$986K	0.61%	55

Other funds holding TILT

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

BCA

Ballentine Capital Advisors Greenville, South Carolina $266M AUM 11.26% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Greenfield Savings Bank's TILT Position: Q3 2026 in Review

Greenfield Savings Bank held its Northern Trust Morningstar US Market Factor Tilt ETF (TILT) position steady in Q3 2026 at 5,460 shares worth $1.51M. The position accounts for 0.57% of the portfolio, ranked #49.

Greenfield Savings Bank first reported a position in TILT in Q2 2022 and has held it in 18 quarters since. 15 funds tracked by Wall St. Rank hold TILT as of Q3 2026.

Greenfield Savings Bank held 5,460 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $1.51M as of Q3 2026.
Greenfield Savings Bank left its Northern Trust Morningstar US Market Factor Tilt ETF share count unchanged in Q3 2026.
Northern Trust Morningstar US Market Factor Tilt ETF made up 0.57% of Greenfield Savings Bank's portfolio in Q3 2026, its #49 holding.
Greenfield Savings Bank first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q2 2022 and has held it in 18 quarters since.
15 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.