Kings Path Partners’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Kings Path Partners’s Portfolio TLTD Stock Details TLTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73.2K	Sell	747 -51	-6%	-$5.07K	0.02%	161
2026 Q1	$74K	Hold	798	–	–	0.03%	147
2025 Q4	$74K	Hold	798	–	–	0.03%	147
2025 Q3	$70.8K	Sell	798 -20	-2%	-$1.72K	0.03%	147
2025 Q2	$68.3K	Sell	818 -281	-26%	-$22.1K	0.03%	145
2025 Q1	$82.2K	Sell	1,099 -14	-1%	-$1.02K	0.04%	124
2024 Q4	$76.7K	Hold	1,113	–	–	0.03%	151
2024 Q3	$83.5K	Sell	1,113 -129	-10%	-$9.31K	0.04%	149
2024 Q2	$86.8K	Buy	+1,242	New	+$88.4K	0.04%	135

Other funds holding TLTD

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

DWS

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

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PNC

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

SWM

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

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

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

Kings Path Partners reduced its FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) stake by 6.4% in Q2 2026, selling an estimated $5.07K and leaving 747 shares worth $73.2K. The position accounts for 0.02% of the portfolio, ranked #161.

Kings Path Partners first reported a position in TLTD in Q2 2024 and has held it in 9 quarters since. The position peaked at $86.8K in Q2 2024. 16 funds tracked by Wall St. Rank hold TLTD as of Q2 2026.

Kings Path Partners held 747 shares of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund worth $73.2K as of Q2 2026.
Kings Path Partners sold 51 FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund shares in Q2 2026, an estimated $5.07K.
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund made up 0.02% of Kings Path Partners's portfolio in Q2 2026, its #161 holding.
Kings Path Partners first reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in Q2 2024 and has held it in 9 quarters since.
Kings Path Partners's FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position peaked at $86.8K in Q2 2024.
16 funds tracked by Wall St. Rank held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund as of Q2 2026.

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