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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.59M	Hold	6,592	–	–	0.01%	318
2025 Q4	$1.64M	Hold	6,592	–	–	0.01%	328
2025 Q3	$1.6M	Hold	6,592	–	–	0.01%	311
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%	-$1.44M	0.01%	302
2024 Q3	$2.81M	Buy	+13,185	New	+$2.7M	0.03%	202

Other funds holding TILT

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthspire Advisors (New York)'s TILT Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) position steady in Q1 2026 at 6,592 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #318.

Wealthspire Advisors (New York) first reported a position in TILT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.81M in Q3 2024. 110 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

Wealthspire Advisors (New York) held 6,592 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $1.59M as of Q1 2026.
Wealthspire Advisors (New York) left its FlexShares Morningstar US Market Factors Tilt Index Fund share count unchanged in Q1 2026.
FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #318 holding.
Wealthspire Advisors (New York) first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q3 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $2.81M in Q3 2024.
110 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.