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Marquette Associates’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Marquette Associates’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
Q1 		– Sell
-75
Closed -$18.7K – 34
2025
Q4 		$18.7K Sell
75
-9
-11% -$2.21K 0.02% 25
2025
Q3 		$20.4K Sell
84
-11
-12% -$2.57K 0.02% 28
2025
Q2 		$21.3K Sell
95
-19
-17% -$3.96K 0.02% 30
2025
Q1 		$23.5K Sell
114
-4
-3% -$867 0.02% 31
2024
Q4 		$25.5K Sell
118
-13
-10% -$2.85K 0.02% 33
2024
Q3 		$27.9K Buy
+131
New +$26.9K 0.02% 27

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marquette Associates's TILT Position: Q1 2026 in Review

Marquette Associates sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q1 2026, closing a stake of 75 shares — an estimated $18.7K sold.

Marquette Associates first reported a position in TILT in Q3 2024 and held it in 6 quarters. The position peaked at $27.9K in Q3 2024. 110 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

  • Marquette Associates reported no remaining FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q1 2026 after selling out during the quarter.
  • Marquette Associates sold 75 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q1 2026, an estimated $18.7K.
  • Marquette Associates first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q3 2024 and held it in 6 quarters.
  • Marquette Associates's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $27.9K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q1 2026.

Based on Marquette Associates's 13F filing for Q1 2026, filed 15 May 2026.