Boltwood Capital Management’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History

Boltwood Capital Management’s Portfolio GQRE Stock Details GQRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.43M	Buy	84,852 +1,225	+1%	+$78.2K	1.24%	22
2026 Q1	$5M	Buy	83,627 +2,088	+3%	+$129K	1.27%	22
2025 Q4	$4.8M	Buy	81,539 +2,277	+3%	+$136K	1.25%	22
2025 Q3	$4.83M	Buy	79,262 +1,705	+2%	+$103K	1.29%	22
2025 Q2	$4.63M	Buy	77,557 +690	+0.9%	+$40K	1.32%	21
2025 Q1	$4.45M	Buy	76,867 +4,913	+7%	+$283K	1.35%	19
2024 Q4	$4.1M	Buy	71,954 +1,258	+2%	+$76K	1.25%	22
2024 Q3	$4.4M	Buy	70,696 +639	+0.9%	+$37.7K	1.3%	20
2024 Q2	$3.82M	Sell	70,057 -2,443	-3%	-$133K	1.19%	23
2024 Q1	$4.12M	Buy	72,500 +5,689	+9%	+$311K	1.28%	18
2023 Q4	$3.73M	Buy	66,811 +2,755	+4%	+$140K	1.23%	19
2023 Q3	$3.13M	Buy	64,056 +5,318	+9%	+$280K	1.16%	20
2023 Q2	$3.12M	Buy	58,738 +3,085	+6%	+$162K	1.12%	22
2023 Q1	$2.95M	Buy	55,653 +4,104	+8%	+$224K	1.1%	24
2022 Q4	$2.71M	Buy	51,549 +11,750	+30%	+$616K	1.1%	26
2022 Q3	$1.99M	Buy	39,799 +4,417	+12%	+$256K	0.91%	32
2022 Q2	$2.01M	Buy	35,382 +4,927	+16%	+$312K	0.87%	33
2022 Q1	$2.14M	Buy	30,455 +1,023	+3%	+$70.7K	0.83%	41
2021 Q4	$2.18M	Buy	29,432 +1,442	+5%	+$102K	0.81%	39
2021 Q3	$1.85M	Buy	27,990 +3,690	+15%	+$253K	0.75%	43
2021 Q2	$1.62M	Buy	24,300 +1,654	+7%	+$108K	0.67%	48
2021 Q1	$1.37M	Buy	22,646 +5,028	+29%	+$295K	0.61%	53
2020 Q4	$1.01M	Buy	17,618 +7,334	+71%	+$405K	0.49%	65
2020 Q3	$540K	Buy	+10,284	New	+$544K	0.3%	91

Other funds holding GQRE

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Boltwood Capital Management's GQRE Position: Q2 2026 in Review

Boltwood Capital Management increased its FlexShares Global Quality Real Estate Index Fund (GQRE) stake by 1.5% in Q2 2026, buying an estimated $78.2K and bringing the position to 84,852 shares worth $5.43M. The position accounts for 1.24% of the portfolio, ranked #22.

Boltwood Capital Management first reported a position in GQRE in Q3 2020 and has held it in 24 quarters since. 11 funds tracked by Wall St. Rank hold GQRE as of Q2 2026.

Boltwood Capital Management held 84,852 shares of FlexShares Global Quality Real Estate Index Fund worth $5.43M as of Q2 2026.
Boltwood Capital Management bought 1,225 FlexShares Global Quality Real Estate Index Fund shares in Q2 2026, an estimated $78.2K.
FlexShares Global Quality Real Estate Index Fund made up 1.24% of Boltwood Capital Management's portfolio in Q2 2026, its #22 holding.
Boltwood Capital Management first reported a position in FlexShares Global Quality Real Estate Index Fund in Q3 2020 and has held it in 24 quarters since.
11 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.