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Wealthspire Advisors (New York)’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Wealthspire Advisors (New York)’s Portfolio TILT Stock Details TILT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.48M Hold
6,592
– – 0.01% 326
2025
Q1 		$1.36M Hold
6,592
– – 0.01% 332
2024
Q4 		$1.42M Sell
6,592
-6,593
-50% -$1.42M 0.01% 302
2024
Q3 		$2.81M Buy
+13,185
New +$2.81M 0.03% 202