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Vise Technologies’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Vise Technologies’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
2026
Q1 		$672K Hold
7,252
– – 0.01% 733
2025
Q4 		$672K Buy
+7,252
New +$654K 0.01% 738

Other funds holding TLTD

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $943M AUM 22.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vise Technologies's TLTD Position: Q1 2026 in Review

Vise Technologies held its FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) position steady in Q1 2026 at 7,252 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #733.

Vise Technologies first reported a position in TLTD in Q4 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold TLTD as of Q1 2026.

  • Vise Technologies held 7,252 shares of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund worth $672K as of Q1 2026.
  • Vise Technologies left its FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund share count unchanged in Q1 2026.
  • FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #733 holding.
  • Vise Technologies first reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.