HC Financial Advisors’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

HC Financial 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
2022 Q2	$8K	Hold	56	–	–	0.01%	258
2022 Q1	$10K	Hold	56	–	–	0.01%	241
2021 Q4	$10K	Hold	56	–	–	0.01%	251
2021 Q3	$9K	Hold	56	–	–	0.01%	248
2021 Q2	$10K	Hold	56	–	–	0.01%	251
2021 Q1	$9K	Hold	56	–	–	0.01%	265
2020 Q4	$8K	Hold	56	–	–	0.01%	280
2020 Q3	$7K	Hold	56	–	–	0.01%	294
2020 Q2	$6K	Hold	56	–	–	﹤0.01%	286
2020 Q1	$5K	Buy	+56	New	+$6.54K	﹤0.01%	305

Other funds holding TILT

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

HC Financial Advisors's TILT Position: Q2 2022 in Review

HC Financial Advisors held its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) position steady in Q2 2022 at 56 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #258.

HC Financial Advisors first reported a position in TILT in Q1 2020 and has held it in 10 quarters since. The position peaked at $10K in Q1 2022. 71 funds tracked by Wall St. Rank hold TILT as of Q2 2022.

HC Financial Advisors held 56 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $8K as of Q2 2022.
HC Financial Advisors left its FlexShares Morningstar US Market Factors Tilt Index Fund share count unchanged in Q2 2022.
FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #258 holding.
HC Financial Advisors first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $10K in Q1 2022.
71 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.