WT
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Whittier Trust’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Whittier Trust’s Portfolio TLTD Stock Details TLTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$227K Hold
2,382
– – ﹤0.01% 564
2025
Q4 		$225K Hold
2,382
– – ﹤0.01% 571
2025
Q3 		$214K Hold
2,382
– – ﹤0.01% 578
2025
Q2 		$199K Hold
2,382
– – ﹤0.01% 660
2025
Q1 		$178K Hold
2,382
– – ﹤0.01% 669
2024
Q4 		$164K Sell
2,382
-147
-6% -$10.5K ﹤0.01% 700
2024
Q3 		$190K Sell
2,529
-5,822
-70% -$420K ﹤0.01% 684
2024
Q2 		$584K Buy
+8,351
New +$595K 0.01% 454

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HTIM
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CNBT
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Creative Planning
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LPL Financial
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Morgan Stanley
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