Cerity Partners’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Cerity Partners’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	$423K	Hold	5,407	–	–	﹤0.01%	2387
2025 Q4	$438K	Hold	5,407	–	–	﹤0.01%	2192
2025 Q3	$422K	Hold	5,407	–	–	﹤0.01%	2084
2025 Q2	$385K	Buy	+5,407	New	+$354K	﹤0.01%	2016
2025 Q1	–	Sell	-3,783	Closed	-$251K	–	2599
2024 Q4	$251K	Hold	3,783	–	–	﹤0.01%	2120
2024 Q3	$246K	Hold	3,783	–	–	﹤0.01%	2198
2024 Q2	$233K	Hold	3,783	–	–	﹤0.01%	1954
2024 Q1	$223K	Buy	+3,783	New	+$210K	﹤0.01%	2049

Other funds holding QLC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

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

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

Cerity Partners's QLC Position: Q1 2026 in Review

Cerity Partners held its FlexShares US Quality Large Cap Index Fund (QLC) position steady in Q1 2026 at 5,407 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

Cerity Partners first reported a position in QLC in Q1 2024 and has held it in 8 quarters since. The position peaked at $438K in Q4 2025. 66 funds tracked by Wall St. Rank hold QLC as of Q1 2026.

Cerity Partners held 5,407 shares of FlexShares US Quality Large Cap Index Fund worth $423K as of Q1 2026.
Cerity Partners left its FlexShares US Quality Large Cap Index Fund share count unchanged in Q1 2026.
FlexShares US Quality Large Cap Index Fund made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2387 holding.
Cerity Partners first reported a position in FlexShares US Quality Large Cap Index Fund in Q1 2024 and has held it in 8 quarters since.
Cerity Partners's FlexShares US Quality Large Cap Index Fund position peaked at $438K in Q4 2025.
66 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.