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Intercontinental Wealth Advisors’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Intercontinental Wealth 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
2020
Q1 		– Sell
-400
Closed -$52K – 290
2019
Q4 		$52K Buy
+400
New +$48.6K 0.04% 182

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intercontinental Wealth Advisors's TILT Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q1 2020, closing a stake of 400 shares — an estimated $52K sold.

Intercontinental Wealth Advisors first reported a position in TILT in Q4 2019 and held it in 1 quarter. The position peaked at $52K in Q4 2019. 53 funds tracked by Wall St. Rank hold TILT as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 400 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q1 2020, an estimated $52K.
  • Intercontinental Wealth Advisors first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q4 2019 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $52K in Q4 2019.
  • 53 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.