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

Interactive 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
2023 Q1	–	Sell	-5,172	Closed	-$769K	–	149
2022 Q4	$769K	Sell	5,172 -517	-9%	-$77.4K	0.46%	42
2022 Q3	$787K	Buy	5,689 +5,584	+5,318%	+$858K	0.46%	41
2022 Q2	$15K	Buy	+105	New	+$16.6K	0.01%	133
2021 Q4	–	Sell	-3,686	Closed	-$622K	–	178
2021 Q3	$622K	Buy	3,686 +2,245	+156%	+$387K	0.27%	51
2021 Q2	$245K	Buy	+1,441	New	+$241K	0.1%	80

Other funds holding TILT

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Interactive Financial Advisors's TILT Position: Q1 2023 in Review

Interactive Financial Advisors sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q1 2023, closing a stake of 5,172 shares — an estimated $769K sold.

Interactive Financial Advisors first reported a position in TILT in Q2 2021 and held it in 5 quarters. The position peaked at $787K in Q3 2022. 75 funds tracked by Wall St. Rank hold TILT as of Q1 2023.

Interactive Financial Advisors reported no remaining FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 5,172 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q1 2023, an estimated $769K.
Interactive Financial Advisors first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q2 2021 and held it in 5 quarters.
Interactive Financial Advisors's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $787K in Q3 2022.
75 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.