Herold Advisors’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$666K Sell
2025
Q2
$705K Sell
2025
Q1
$633K Sell
2024
Q4
$610K Buy
2024
Q3
$625K Buy
2024
Q2
$572K Buy
2024
Q1
$547K Sell
2023
Q4
$574K Buy
2023
Q3
$496K Sell
2023
Q2
$556K Buy