TILT — Flexshares Morningstar

Ownership history in RVW Wealth, LLC · 25 quarters on record

This page tracks every 13F SEC filing in which RVW Wealth, LLC reported a position in Flexshares Morningstar (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

2.9% (2022 Q3)

Avg. % of fund

1.75%

First filed

2019 Q3

Last filed

2025 Q4

Quarters held

25

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	70,079	-2,240	-3.1%	1.33%	$17.4M	$248.69
2025 Q3	REDUCED	72,319	-141	-0.2%	1.37%	$17.5M	$241.34
2025 Q2	REDUCED	72,460	-381	-0.5%	1.38%	$16.2M	$222.47
2025 Q1	REDUCED	72,841	-3,132	-4.1%	1.41%	$15.0M	$203.65

% 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% Ballentine Capital Advisors, Inc 1.29% SageView Advisory Group, LLC 3Y 0.55% Discipline Wealth Solutions, LLC 0.45% EJMK Ventures LLC 0.43% Goldstein Advisors, LLC 3Y 0.4% Greenspring Advisors, LLC 3Y 0.38% VestGen Investment Management 3Y 7Y 0.32% Orca Investment Management, LLC 3Y 7Y 0.26%

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