Sonoma Private Wealth’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Sonoma Private Wealth’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
2025 Q2	$228K	Hold
2025 Q1	$204K	Sell
2024 Q4	$200K	Buy
2024 Q3	$209K	Buy
2024 Q2	–	Sell
2024 Q1	$208K	Sell
2023 Q4	$216K	Buy