HI
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Harbour Investments’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Harbour Investments’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
2026
Q1 		$205K Buy
2,177
+1,800
+477% +$175K ﹤0.01% 1525
2025
Q4 		$35K Hold
377
– – ﹤0.01% 2131
2025
Q3 		$33.5K Hold
377
– – ﹤0.01% 2084
2025
Q2 		$31.5K Hold
377
– – ﹤0.01% 2023
2025
Q1 		$28.2K Sell
377
-48
-11% -$3.5K ﹤0.01% 2037
2024
Q4 		$29.3K Buy
+425
New +$30.4K ﹤0.01% 1949
2024
Q3 		– Sell
-262
Closed -$18.3K – 3478
2024
Q2 		$18.3K Buy
+262
New +$18.7K ﹤0.01% 1997
2021
Q4 		– Sell
-174
Closed -$12K – 3604
2021
Q3 		$12K Sell
174
-4
-2% -$295 ﹤0.01% 2583
2021
Q2 		$13K Buy
178
+82
+85% +$6.02K ﹤0.01% 2601
2021
Q1 		$7K Buy
+96
New +$6.61K ﹤0.01% 2789

Other funds holding TLTD

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CFA
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
HTIM
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return