TWA
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Trace Wealth Advisors’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Trace Wealth Advisors’s Portfolio TLTD Stock Details TLTD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.15M Sell
13,732
-108
-0.8% -$9.01K 0.94% 19
2025
Q1 		$1.04M Buy
13,840
+478
+4% +$35.8K 0.92% 20
2024
Q4 		$920K Buy
+13,362
New +$920K 0.82% 23