WA
TILT icon

Wealthstream Advisors’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Wealthstream Advisors’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
2025
Q3 		$5.68M Buy
23,446
+3,023
+15% +$705K 0.86% 15
2025
Q2 		$4.57M Buy
20,423
+936
+5% +$195K 0.76% 16
2025
Q1 		$4.01M Buy
19,487
+437
+2% +$94.7K 0.75% 16
2024
Q4 		$4.11M Buy
19,050
+50
+0.3% +$10.9K 0.76% 16
2024
Q3 		$4.04M Sell
19,000
-183
-1% -$37.5K 0.74% 16
2024
Q2 		$3.83M Sell
19,183
-644
-3% -$126K 1.4% 14
2024
Q1 		$3.93M Buy
19,827
+2,166
+12% +$407K 1.49% 14
2023
Q4 		$3.22M Buy
17,661
+3,945
+29% +$665K 1.33% 13
2023
Q3 		$2.23M Buy
13,716
+481
+4% +$81.7K 1.15% 16
2023
Q2 		$2.23M Buy
13,235
+400
+3% +$63.7K 1.17% 17
2023
Q1 		$2.01M Buy
12,835
+3,061
+31% +$478K 1.2% 16
2022
Q4 		$1.45M Buy
9,774
+7,745
+382% +$1.16M 0.95% 17
2022
Q3 		$281K Buy
2,029
+4
+0.2% +$614 0.3% 49
2022
Q2 		$294K Buy
2,025
+396
+24% +$62.7K 0.3% 48
2022
Q1 		$284K Buy
1,629
+69
+4% +$11.9K 0.25% 53
2021
Q4 		$285K Buy
+1,560
New +$279K 0.24% 50

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthstream Advisors's TILT Position: Q3 2025 in Review

Wealthstream Advisors increased its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) stake by 15% in Q3 2025, buying an estimated $705K and bringing the position to 23,446 shares worth $5.68M. The position accounts for 0.86% of the portfolio, ranked #15.

Wealthstream Advisors first reported a position in TILT in Q4 2021 and has held it in 16 quarters since. 99 funds tracked by Wall St. Rank hold TILT as of Q3 2025.

  • Wealthstream Advisors held 23,446 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $5.68M as of Q3 2025.
  • Wealthstream Advisors bought 3,023 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q3 2025, an estimated $705K.
  • FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.86% of Wealthstream Advisors's portfolio in Q3 2025, its #15 holding.
  • Wealthstream Advisors first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q4 2021 and has held it in 16 quarters since.
  • 99 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.