Plante Moran Financial Advisors’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Hold |
3,538
| – | – | 0.06% | 57 |
|
|
2025
Q1 | $728K | Hold |
3,538
| – | – | 0.06% | 58 |
|
|
2024
Q4 | $764K | Hold |
3,538
| – | – | 0.06% | 60 |
|
|
2024
Q3 | $753K | Hold |
3,538
| – | – | 0.06% | 58 |
|
|
2024
Q2 | $707K | Hold |
3,538
| – | – | 0.07% | 61 |
|
|
2024
Q1 | $702K | Hold |
3,538
| – | – | 0.08% | 64 |
|
|
2023
Q4 | $646K | Hold |
3,538
| – | – | 0.07% | 68 |
|
|
2023
Q3 | $576K | Hold |
3,538
| – | – | 0.07% | 67 |
|
|
2023
Q2 | $596K | Hold |
3,538
| – | – | 0.07% | 74 |
|
|
2023
Q1 | $555K | Hold |
3,538
| – | – | 0.08% | 77 |
|
|
2022
Q4 | $526K | Buy |
+3,538
| New | +$526K | 0.08% | 81 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$48K | – | 1020 |
|
|
2016
Q4 | $48K | Hold |
500
| – | – | 0.03% | 337 |
|
|
2016
Q3 | $45K | Buy |
+500
| New | +$45K | 0.03% | 347 |
|