SageView Advisory Group’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77M | Sell |
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|
2025
Q1 | $6.45M | Sell |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $11.8M | Sell |
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|
2024
Q2 | $11.8M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $13M | Sell |
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|
2023
Q3 | $13.3M | Sell |
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|
2023
Q2 | $13.8M | Sell |
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|
2023
Q1 | $14M | Sell |
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|
2022
Q4 | $13.3M | Buy |
|