Greenfield Savings Bank’s FlexShares Morningstar US Market Factors Tilt Index Fund 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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

TWA

Trace Wealth Advisors Los Angeles, California $153M AUM 27.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

BCA

Ballentine Capital Advisors Greenville, South Carolina $265M AUM 18.67% 1-Year Est. Return

Greenfield Savings Bank's TILT Position: Q2 2026 in Review

Greenfield Savings Bank reduced its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) stake by 0.73% in Q2 2026, selling an estimated $10.6K and leaving 5,460 shares worth $1.51M. The position accounts for 0.57% of the portfolio, ranked #50.

Greenfield Savings Bank first reported a position in TILT in Q2 2022 and has held it in 17 quarters since. 45 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

Greenfield Savings Bank held 5,460 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $1.51M as of Q2 2026.
Greenfield Savings Bank sold 40 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q2 2026, an estimated $10.6K.
FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.57% of Greenfield Savings Bank's portfolio in Q2 2026, its #50 holding.
Greenfield Savings Bank first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q2 2022 and has held it in 17 quarters since.
45 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2026.

Based on Greenfield Savings Bank's 13F filing for Q2 2026, filed 7 Jul 2026.