TWA
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Trace Wealth Advisors’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Trace Wealth Advisors’s Portfolio TILT Stock Details TILT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.49M Hold
24,508
– – 4.48% 8
2025
Q1 		$5.04M Buy
24,508
+79
+0.3% +$16.3K 4.49% 7
2024
Q4 		$5.28M Buy
+24,429
New +$5.28M 4.73% 7