Carson Wealth (CWM LLC)’s FlexShares US Quality Low Volatility Index Fund QLV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QLV Stock Details QLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.7K	Buy	+190	New	+$13.9K	﹤0.01%	4642

Other funds holding QLV

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return

CWWM

Curry Webb Wealth Management Indianapolis, Indiana $212M AUM

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QLV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in FlexShares US Quality Low Volatility Index Fund (QLV) in Q1 2026: 190 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #4642 among its holdings.

37 funds tracked by Wall St. Rank hold QLV as of Q1 2026.

Carson Wealth (CWM LLC) held 190 shares of FlexShares US Quality Low Volatility Index Fund worth $13.7K as of Q1 2026.
FlexShares US Quality Low Volatility Index Fund was a new Carson Wealth (CWM LLC) position in Q1 2026.
FlexShares US Quality Low Volatility Index Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4642 holding.
37 funds tracked by Wall St. Rank held FlexShares US Quality Low Volatility Index Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.