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Wealth Architects’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Wealth Architects’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
2026
Q2 		$400K Hold
1,448
– – 0.03% 169
2026
Q1 		$349K Sell
1,448
-84
-5% -$21.1K 0.03% 165
2025
Q4 		$381K Sell
1,532
-105
-6% -$25.8K 0.03% 155
2025
Q3 		$397K Sell
1,637
-49
-3% -$11.4K 0.04% 154
2025
Q2 		$378K Hold
1,686
– – 0.04% 156
2025
Q1 		$347K Hold
1,686
– – 0.04% 167
2024
Q4 		$364K Sell
1,686
-6
-0.4% -$1.31K 0.04% 149
2024
Q3 		$360K Hold
1,692
– – 0.04% 148
2024
Q2 		$338K Sell
1,692
-50
-3% -$9.77K 0.04% 149
2024
Q1 		$346K Sell
1,742
-16
-0.9% -$3.01K 0.05% 151
2023
Q4 		$321K Sell
1,758
-15
-0.8% -$2.53K 0.05% 149
2023
Q3 		$289K Sell
1,773
-1,445
-45% -$245K 0.05% 146
2023
Q2 		$542K Sell
3,218
-560
-15% -$89.2K 0.09% 102
2023
Q1 		$593K Sell
3,778
-73
-2% -$11.4K 0.1% 85
2022
Q4 		$572K Buy
3,851
+4
+0.1% +$599 0.11% 85
2022
Q3 		$532K Sell
3,847
-582
-13% -$89.4K 0.11% 83
2022
Q2 		$643K Sell
4,429
-207
-4% -$32.8K 0.13% 76
2022
Q1 		$807K Sell
4,636
-32
-0.7% -$5.5K 0.14% 64
2021
Q4 		$851K Sell
4,668
-414
-8% -$74K 0.15% 68
2021
Q3 		$858K Sell
5,082
-103
-2% -$17.8K 0.17% 63
2021
Q2 		$883K Buy
5,185
+544
+12% +$90.9K 0.17% 56
2021
Q1 		$740K Buy
4,641
+863
+23% +$133K 0.16% 59
2020
Q4 		$547K Buy
3,778
+780
+26% +$105K 0.13% 71
2020
Q3 		$366K Buy
2,998
+77
+3% +$9.34K 0.1% 95
2020
Q2 		$332K Buy
2,921
+344
+13% +$36.8K 0.09% 101
2020
Q1 		$240K Buy
+2,577
New +$301K 0.08% 113

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wealth Architects's TILT Position: Q2 2026 in Review

Wealth Architects held its Northern Trust Morningstar US Market Factor Tilt ETF (TILT) position steady in Q2 2026 at 1,448 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #169.

Wealth Architects first reported a position in TILT in Q1 2020 and has held it in 26 quarters since. The position peaked at $883K in Q2 2021. 122 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

  • Wealth Architects held 1,448 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $400K as of Q2 2026.
  • Wealth Architects left its Northern Trust Morningstar US Market Factor Tilt ETF share count unchanged in Q2 2026.
  • Northern Trust Morningstar US Market Factor Tilt ETF made up 0.03% of Wealth Architects's portfolio in Q2 2026, its #169 holding.
  • Wealth Architects first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q1 2020 and has held it in 26 quarters since.
  • Wealth Architects's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $883K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.