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

SVA Wealth Management’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
2020
Q4 		$1.55M Buy
+10,705
New +$1.44M 0.14% 113

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SVA Wealth Management's TILT Position: Q4 2020 in Review

SVA Wealth Management opened a new position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q4 2020: 10,705 shares worth $1.55M. The stake represents 0.14% of the portfolio and ranks #113 among its holdings.

57 funds tracked by Wall St. Rank hold TILT as of Q4 2020.

  • SVA Wealth Management held 10,705 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $1.55M as of Q4 2020.
  • FlexShares Morningstar US Market Factors Tilt Index Fund was a new SVA Wealth Management position in Q4 2020.
  • FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.14% of SVA Wealth Management's portfolio in Q4 2020, its #113 holding.
  • 57 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.