JP Morgan Private Wealth Advisors’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

JP Morgan Private 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
2023 Q3	$326K	Sell	2,000 -7,780	-80%	-$1.32M	﹤0.01%	1436
2023 Q2	$1.65M	Sell	9,780 -8,504	-47%	-$1.35M	0.01%	627
2023 Q1	$2.87M	Buy	18,284 +433	+2%	+$67.5K	0.01%	751
2022 Q4	$2.65M	Hold	17,851	–	–	0.01%	747
2022 Q3	$2.47M	Sell	17,851 -594	-3%	-$91.2K	0.01%	770
2022 Q2	$2.68M	Buy	18,445 +347	+2%	+$55K	0.01%	750
2022 Q1	$3.15M	Buy	18,098 +2,947	+19%	+$507K	0.01%	755
2021 Q4	$2.76M	Hold	15,151	–	–	0.01%	794
2021 Q3	$2.56M	Buy	15,151 +7,080	+88%	+$1.22M	0.01%	800
2021 Q2	$1.38M	Buy	+8,071	New	+$1.35M	﹤0.01%	1040

Other funds holding TILT

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

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Envestnet Asset Management

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

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

Bank of New York Mellon

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