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My Personal CFO LLC’s FlexShares Morningstar Emerging Markets Factor Tilt Index Fund TLTE Stock Holding History

My Personal CFO LLC’s Portfolio TLTE Stock Details TLTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23
Closed -$1.08K – 748
2022
Q4 		$1.08K Buy
+23
New +$1.04K ﹤0.01% 620

Other funds holding TLTE

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

My Personal CFO LLC's TLTE Position: Q1 2023 in Review

My Personal CFO LLC sold out of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) in Q1 2023, closing a stake of 23 shares — an estimated $1.08K sold.

My Personal CFO LLC first reported a position in TLTE in Q4 2022 and held it in 1 quarter. The position peaked at $1.08K in Q4 2022. 32 funds tracked by Wall St. Rank hold TLTE as of Q1 2023.

  • My Personal CFO LLC reported no remaining FlexShares Morningstar Emerging Markets Factor Tilt Index Fund position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 23 FlexShares Morningstar Emerging Markets Factor Tilt Index Fund shares in Q1 2023, an estimated $1.08K.
  • My Personal CFO LLC first reported a position in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's FlexShares Morningstar Emerging Markets Factor Tilt Index Fund position peaked at $1.08K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held FlexShares Morningstar Emerging Markets Factor Tilt Index Fund as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.