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HTLF Bank’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

HTLF 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
2024
Q4 		$634K Sell
2,936
-95
-3% -$20.8K 0.07% 111
2024
Q3 		$645K Hold
3,031
– – 0.07% 115
2024
Q2 		$606K Hold
3,031
– – 0.07% 124
2024
Q1 		$601K Hold
3,031
– – 0.07% 128
2023
Q4 		$553K Buy
+3,031
New +$511K 0.07% 125

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

HTLF Bank's TILT Position: Q4 2024 in Review

HTLF Bank reduced its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) stake by 3.1% in Q4 2024, selling an estimated $20.8K and leaving 2,936 shares worth $634K. The position accounts for 0.07% of the portfolio, ranked #111.

HTLF Bank first reported a position in TILT in Q4 2023 and has held it in 5 quarters since. The position peaked at $645K in Q3 2024. 97 funds tracked by Wall St. Rank hold TILT as of Q4 2024.

  • HTLF Bank held 2,936 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $634K as of Q4 2024.
  • HTLF Bank sold 95 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q4 2024, an estimated $20.8K.
  • FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.07% of HTLF Bank's portfolio in Q4 2024, its #111 holding.
  • HTLF Bank first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $645K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.