TILT — FLEXSHARES TR

Ownership history in Goldstein Advisors, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Goldstein Advisors, LLC reported a position in FLEXSHARES TR (TILT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.55% (2022 Q4)
Avg. % of fund
0.46%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 13,982 -7 -0.1% 0.40% $3.5M $248.69
2025 Q3 REDUCED 13,989 -33 -0.2% 0.41% $3.4M $241.34
2025 Q2 REDUCED 14,022 -52 -0.4% 0.42% $3.1M $222.47
2025 Q1 REDUCED 14,074 -480 -3.3% 0.42% $2.9M $203.65
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TILT price (monthly, adj. close)

Other funds also holding TILT

As of 2025 Q4 — sorted by position size

Trace Wealth Advisors, LLC 4.4% Capstone Financial Advisors, Inc. 3Y 7Y 2.23% RVW Wealth, LLC 3Y 1.33% Ballentine Capital Advisors, Inc 1.29% SageView Advisory Group, LLC 3Y 0.55% Discipline Wealth Solutions, LLC 0.45% EJMK Ventures LLC 0.43% Greenspring Advisors, LLC 3Y 0.38% VestGen Investment Management 3Y 7Y 0.32% Orca Investment Management, LLC 3Y 7Y 0.26%
← Back to Goldstein Advisors, LLC Holdings