Kings Path Partners’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Kings Path Partners’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
2026 Q2	$560K	Sell	2,030 -5	-0.2%	-$1.33K	0.15%	60
2026 Q1	$506K	Hold	2,035	–	–	0.18%	53
2025 Q4	$506K	Sell	2,035 -8	-0.4%	-$1.97K	0.18%	53
2025 Q3	$495K	Sell	2,043 -387	-16%	-$90.3K	0.18%	54
2025 Q2	$544K	Sell	2,430 -112	-4%	-$23.3K	0.22%	52
2025 Q1	$523K	Sell	2,542 -90	-3%	-$19.5K	0.26%	52
2024 Q4	$568K	Sell	2,632 -251	-9%	-$55K	0.24%	92
2024 Q3	$614K	Sell	2,883 -72	-2%	-$14.8K	0.26%	90
2024 Q2	$591K	Buy	+2,955	New	+$577K	0.28%	88

Other funds holding TILT

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

GSB

Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 34.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Kings Path Partners's TILT Position: Q2 2026 in Review

Kings Path Partners reduced its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) stake by 0.25% in Q2 2026, selling an estimated $1.33K and leaving 2,030 shares worth $560K. The position accounts for 0.15% of the portfolio, ranked #60.

Kings Path Partners first reported a position in TILT in Q2 2024 and has held it in 9 quarters since. The position peaked at $614K in Q3 2024. 18 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

Kings Path Partners held 2,030 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $560K as of Q2 2026.
Kings Path Partners sold 5 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q2 2026, an estimated $1.33K.
FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.15% of Kings Path Partners's portfolio in Q2 2026, its #60 holding.
Kings Path Partners first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q2 2024 and has held it in 9 quarters since.
Kings Path Partners's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $614K in Q3 2024.
18 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.