CWM
QDEF icon

Cedar Wealth Management’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

Cedar Wealth Management’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$764K Hold
9,576
– – 0.22% 43
2025
Q4 		$775K Hold
9,576
– – 0.23% 41
2025
Q3 		$766K Hold
9,576
– – 0.23% 37
2025
Q2 		$709K Hold
9,576
– – 0.24% 38
2025
Q1 		$669K Hold
9,576
– – 0.24% 37
2024
Q4 		$672K Hold
9,576
– – 0.24% 37
2024
Q3 		$685K Hold
9,576
– – 0.21% 54
2024
Q2 		$628K Hold
9,576
– – 0.2% 65
2024
Q1 		$615K Buy
9,576
+10
+0.1% +$614 0.2% 63
2023
Q4 		$565K Buy
9,566
+27
+0.3% +$1.51K 0.21% 61
2023
Q3 		$516K Buy
9,539
+18
+0.2% +$1.01K 0.2% 62
2023
Q2 		$532K Buy
9,521
+24
+0.3% +$1.29K 0.21% 63
2023
Q1 		$503K Buy
9,497
+14
+0.1% +$732 0.21% 64
2022
Q4 		$488K Buy
9,483
+26
+0.3% +$1.32K 0.24% 61
2022
Q3 		$434K Buy
9,457
+23
+0.2% +$1.18K 0.22% 72
2022
Q2 		$472K Buy
9,434
+22
+0.2% +$1.17K 0.22% 70
2022
Q1 		$532K Buy
9,412
+12
+0.1% +$669 0.22% 73
2021
Q4 		$556K Hold
9,400
– – 0.22% 76
2021
Q3 		$500K Hold
9,400
– – 0.22% 77
2021
Q2 		$506K Sell
9,400
-1,382
-13% -$73.4K 0.23% 74
2021
Q1 		$551K Sell
10,782
-1,068
-9% -$52.7K 0.27% 64
2020
Q4 		$568K Sell
11,850
-250
-2% -$11.5K 0.3% 55
2020
Q3 		$535K Buy
12,100
+7
+0.1% +$309 0.33% 49
2020
Q2 		$506K Sell
12,093
-67
-0.6% -$2.72K 0.34% 47
2020
Q1 		$443K Sell
12,160
-12,811
-51% -$568K 0.3% 44
2019
Q4 		$1.19M Buy
24,971
+16,410
+192% +$766K 0.71% 18
2019
Q3 		$391K Buy
8,561
+6,603
+337% +$299K 0.26% 40
2019
Q2 		$88K Buy
+1,958
New +$87.8K 0.06% 93

Other funds holding QDEF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cedar Wealth Management's QDEF Position: Q1 2026 in Review

Cedar Wealth Management held its FlexShares Quality Dividend Defensive Index Fund (QDEF) position steady in Q1 2026 at 9,576 shares worth $764K. The position accounts for 0.22% of the portfolio, ranked #43.

Cedar Wealth Management first reported a position in QDEF in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.19M in Q4 2019. 90 funds tracked by Wall St. Rank hold QDEF as of Q1 2026.

  • Cedar Wealth Management held 9,576 shares of FlexShares Quality Dividend Defensive Index Fund worth $764K as of Q1 2026.
  • Cedar Wealth Management left its FlexShares Quality Dividend Defensive Index Fund share count unchanged in Q1 2026.
  • FlexShares Quality Dividend Defensive Index Fund made up 0.22% of Cedar Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Cedar Wealth Management first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q2 2019 and has held it in 28 quarters since.
  • Cedar Wealth Management's FlexShares Quality Dividend Defensive Index Fund position peaked at $1.19M in Q4 2019.
  • 90 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.