Wealth Architects’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Hold |
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|
2025
Q1 | $347K | Hold |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $360K | Hold |
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|
2024
Q2 | $338K | Sell |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $289K | Sell |
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|
2023
Q2 | $542K | Sell |
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|
2023
Q1 | $593K | Sell |
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|
2022
Q4 | $572K | Buy |
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|
2022
Q3 | $532K | Sell |
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|
2022
Q2 | $643K | Sell |
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|
2022
Q1 | $807K | Sell |
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|
2021
Q4 | $851K | Sell |
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|
2021
Q3 | $858K | Sell |
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|
2021
Q2 | $883K | Buy |
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|
2021
Q1 | $740K | Buy |
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|
2020
Q4 | $547K | Buy |
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|
2020
Q3 | $366K | Buy |
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|
2020
Q2 | $332K | Buy |
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|
2020
Q1 | $240K | Buy |
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