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Axxcess Wealth Management’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Axxcess Wealth Management’s Portfolio QLC Stock Details QLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,331
Closed -$270K – 847
2025
Q4 		$270K Sell
3,331
-93
-3% -$7.4K ﹤0.01% 880
2025
Q3 		$267K Sell
3,424
-657
-16% -$48.7K 0.01% 794
2025
Q2 		$291K Sell
4,081
-599
-13% -$39.2K 0.01% 723
2025
Q1 		$299K Sell
4,680
-469
-9% -$31.4K 0.01% 683
2024
Q4 		$342K Hold
5,149
– – 0.01% 639
2024
Q3 		$335K Sell
5,149
-689
-12% -$43.1K 0.01% 658
2024
Q2 		$359K Buy
+5,838
New +$344K 0.01% 602

Other funds holding QLC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axxcess Wealth Management's QLC Position: Q1 2026 in Review

Axxcess Wealth Management sold out of FlexShares US Quality Large Cap Index Fund (QLC) in Q1 2026, closing a stake of 3,331 shares — an estimated $270K sold.

Axxcess Wealth Management first reported a position in QLC in Q2 2024 and held it in 7 quarters. The position peaked at $359K in Q2 2024. 66 funds tracked by Wall St. Rank hold QLC as of Q1 2026.

  • Axxcess Wealth Management reported no remaining FlexShares US Quality Large Cap Index Fund position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,331 FlexShares US Quality Large Cap Index Fund shares in Q1 2026, an estimated $270K.
  • Axxcess Wealth Management first reported a position in FlexShares US Quality Large Cap Index Fund in Q2 2024 and held it in 7 quarters.
  • Axxcess Wealth Management's FlexShares US Quality Large Cap Index Fund position peaked at $359K in Q2 2024.
  • 66 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.