NW
TILT icon

NewEdge Wealth’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

NewEdge Wealth’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
Q4 		– Sell
-2,050
Closed -$283K – 567
2022
Q3 		$283K Sell
2,050
-1,118
-35% -$172K 0.01% 437
2022
Q2 		$460K Buy
+3,168
New +$502K 0.02% 406

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EA
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RW
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