Efficient Advisors, LLC TILT — FLEXSHARES TR

Ownership history in Efficient Advisors, LLC  ·  47 quarters on record

AI Ownership Summary

Efficient Advisors, LLC reported FLEXSHARES TR (TILT) in 47 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.5% in 2023 Q4. The latest visible filing shows TILT at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TILT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Efficient Advisors, LLC's position in FLEXSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TILT was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.5% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TILT stock page Efficient Advisors, LLC fund profile Efficient Advisors, LLC full holdings
How Efficient Advisors, LLC held TILT — position size vs. price
% of Fund (quarterly)    TILT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 15,055 -1,606 -9.6% 0.26% $3.6M 2026-04-29 $260.90
2025 Q4 REDUCED — — — 16,661 -871 -5.0% 0.24% $4.1M 2026-01-08 $252.92
2025 Q3 REDUCED 21.3% +3.9% ❌ 17,532 -4,736 -21.3% 0.24% $4.2M 2025-11-10 $245.15
2025 Q2 REDUCED 31.4% +8.1% ❌ 22,268 -10,178 -31.4% 0.30% $5.0M 2025-08-07 $225.97
2025 Q1 REDUCED 20.8% +9.2% ❌ 32,446 -8,518 -20.8% 0.40% $6.7M 2025-05-06 $201.77
2024 Q4 REDUCED 18.8% -4.5% ✅ 40,964 -9,484 -18.8% 0.57% $8.8M 2025-02-07 $219.09
2024 Q3 REDUCED 53.6% +2.3% ❌ 50,448 -58,298 -53.6% 0.67% $10.7M 2024-11-12 $218.97
2024 Q2 REDUCED 7.1% +6.8% ❌ 108,746 -8,270 -7.1% 1.41% $21.7M 2024-08-05 $188.54
2024 Q1 REDUCED — — — 117,016 -5,123 -4.2% 1.49% $23.2M 2024-05-09 $191.20
2023 Q4 REDUCED 5.5% +8.5% ❌ 122,139 -7,132 -5.5% 1.50% $22.3M 2024-02-08 $181.89
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TILT

As of 2026 Q1 — sorted by position size

Clear Point Advisors Inc. 1.49% RVW Wealth, LLC 3Y 7Y 1.28% Ballentine Capital Advisors, Inc 1.22% Sageworth Trust Co 3Y 7Y 0.69% Greenfield Savings Bank 3Y 0.57% Comprehensive Money Management Services LLC 0.45% Goldstein Advisors, LLC 3Y 0.37% EJMK Ventures LLC 0.36% Discipline Wealth Solutions, LLC 0.28% Orca Investment Management, LLC 3Y 7Y 0.26%

FAQ About Efficient Advisors, LLC and TILT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Efficient Advisors, LLC reported owning TILT?

Efficient Advisors, LLC reported TILT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TILT position in Efficient Advisors, LLC's portfolio?

The largest reported portfolio weight for TILT was 1.50% in 2023 Q4.

What is the latest reported TILT position on this page?

The most recent filing on this page is 2026 Q1, when Efficient Advisors, LLC reported 15,055 shares, equal to 0.26% of portfolio, with an estimated market value of $3.6M.

What does the chart on this TILT ownership page compare?

The chart compares Efficient Advisors, LLC's quarterly TILT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Efficient Advisors, LLC time their TILT position?

Based on 13F filing dates vs. subsequent TILT price moves, Efficient Advisors, LLC correctly timed 15 out of 41 reported position changes (37%). The annualised alpha on TILT relative to SPY over the holding period was -1.3%.

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