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McDonald Partners’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

McDonald 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
2022
Q1 		– Sell
-30
Closed -$5.47K – 646
2021
Q4 		$5.47K Buy
+30
New +$5.36K 0.01% 238

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McDonald Partners's TILT Position: Q1 2022 in Review

McDonald Partners sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q1 2022, closing a stake of 30 shares — an estimated $5.47K sold.

McDonald Partners first reported a position in TILT in Q4 2021 and held it in 1 quarter. The position peaked at $5.47K in Q4 2021. 67 funds tracked by Wall St. Rank hold TILT as of Q1 2022.

  • McDonald Partners reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 30 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q1 2022, an estimated $5.47K.
  • McDonald Partners first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $5.47K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.