Wealth Enhancement Advisory Services’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Wealth Enhancement Advisory Services’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	$1.25M	Hold	4,500	–	–	﹤0.01%	1916
2026 Q1	$1.1M	Sell	4,500 -1,429	-24%	-$359K	﹤0.01%	1735
2025 Q4	$1.5M	Hold	5,929	–	–	﹤0.01%	1690
2025 Q3	$1.44M	Hold	5,929	–	–	﹤0.01%	1645
2025 Q2	$1.35M	Sell	5,929 -350	-6%	-$72.9K	﹤0.01%	1568
2025 Q1	$1.29M	Buy	6,279 +505	+9%	+$109K	﹤0.01%	1477
2024 Q4	$1.25M	Hold	5,774	–	–	﹤0.01%	1428
2024 Q3	$1.23M	Hold	5,774	–	–	﹤0.01%	1289
2024 Q2	$1.15M	Hold	5,774	–	–	﹤0.01%	1213
2024 Q1	$1.15M	Hold	5,774	–	–	﹤0.01%	1179
2023 Q4	$1.05M	Hold	5,774	–	–	﹤0.01%	1153
2023 Q3	$940K	Buy	+5,774	New	+$980K	﹤0.01%	1128

Other funds holding TILT

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

GSB

Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 34.65% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's TILT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) position steady in Q2 2026 at 4,500 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Wealth Enhancement Advisory Services first reported a position in TILT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.5M in Q4 2025. 19 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

Wealth Enhancement Advisory Services held 4,500 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $1.25M as of Q2 2026.
Wealth Enhancement Advisory Services left its FlexShares Morningstar US Market Factors Tilt Index Fund share count unchanged in Q2 2026.
FlexShares Morningstar US Market Factors Tilt Index Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1916 holding.
Wealth Enhancement Advisory Services first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $1.5M in Q4 2025.
19 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.