MP
TLTD icon

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

McDonald 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
2022
Q1 		– Sell
-171
Closed -$12.3K – 650
2021
Q4 		$12.3K Buy
+171
New +$12.4K 0.01% 178

Other funds holding TLTD

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

McDonald Partners's TLTD Position: Q1 2022 in Review

McDonald Partners sold out of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) in Q1 2022, closing a stake of 171 shares — an estimated $12.3K sold.

McDonald Partners first reported a position in TLTD in Q4 2021 and held it in 1 quarter. The position peaked at $12.3K in Q4 2021. 61 funds tracked by Wall St. Rank hold TLTD as of Q1 2022.

  • McDonald Partners reported no remaining FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 171 FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund shares in Q1 2022, an estimated $12.3K.
  • McDonald Partners first reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position peaked at $12.3K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund as of Q1 2022.

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