Creative Financial Designs’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

Creative Financial Designs’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	$51.9K	Hold	650	–	–	﹤0.01%	886
2025 Q4	$52.6K	Hold	650	–	–	﹤0.01%	843
2025 Q3	$52K	Hold	650	–	–	﹤0.01%	835
2025 Q2	$48.1K	Sell	650 -350	-35%	-$24.5K	﹤0.01%	870
2025 Q1	$69.9K	Hold	1,000	–	–	0.01%	724
2024 Q4	$70.2K	Hold	1,000	–	–	0.01%	692
2024 Q3	$71.5K	Hold	1,000	–	–	0.01%	680
2024 Q2	$65.6K	Hold	1,000	–	–	0.01%	679
2024 Q1	$64.2K	Hold	1,000	–	–	0.01%	668
2023 Q4	$59.1K	Hold	1,000	–	–	0.01%	637
2023 Q3	$54.1K	Hold	1,000	–	–	0.01%	609
2023 Q2	$55.9K	Hold	1,000	–	–	0.01%	609
2023 Q1	$52.9K	Hold	1,000	–	–	0.01%	584
2022 Q4	$51.5K	Hold	1,000	–	–	0.01%	563
2022 Q3	$46K	Hold	1,000	–	–	0.01%	570
2022 Q2	$50K	Hold	1,000	–	–	0.01%	550
2022 Q1	$57K	Hold	1,000	–	–	0.01%	542
2021 Q4	$59K	Hold	1,000	–	–	0.01%	540
2021 Q3	$53K	Hold	1,000	–	–	0.01%	601
2021 Q2	$54K	Hold	1,000	–	–	0.01%	586
2021 Q1	$51K	Hold	1,000	–	–	0.01%	562
2020 Q4	$48K	Hold	1,000	–	–	0.01%	521
2020 Q3	$44K	Buy	+1,000	New	+$44.1K	0.01%	489
2020 Q1	–	Sell	-979	Closed	-$47K	–	570
2019 Q4	$47K	Buy	979 +374	+62%	+$17.4K	0.02%	255
2019 Q3	$27K	Buy	+605	New	+$27.4K	0.01%	300

Other funds holding QDEF

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

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

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

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

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

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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Creative Financial Designs's QDEF Position: Q1 2026 in Review

Creative Financial Designs held its FlexShares Quality Dividend Defensive Index Fund (QDEF) position steady in Q1 2026 at 650 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Creative Financial Designs first reported a position in QDEF in Q3 2019 and has held it in 25 quarters since. The position peaked at $71.5K in Q3 2024. 90 funds tracked by Wall St. Rank hold QDEF as of Q1 2026.

Creative Financial Designs held 650 shares of FlexShares Quality Dividend Defensive Index Fund worth $51.9K as of Q1 2026.
Creative Financial Designs left its FlexShares Quality Dividend Defensive Index Fund share count unchanged in Q1 2026.
FlexShares Quality Dividend Defensive Index Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #886 holding.
Creative Financial Designs first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q3 2019 and has held it in 25 quarters since.
Creative Financial Designs's FlexShares Quality Dividend Defensive Index Fund position peaked at $71.5K in Q3 2024.
90 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.