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

Creative Financial Designs’s Portfolio QDF Stock Details QDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$54.6K	Buy	690 +620	+886%	+$50.7K	﹤0.01%	873
2025 Q4	$5.66K	Buy	70 +53	+312%	+$4.25K	﹤0.01%	1489
2025 Q3	$1.35K	Buy	+17	New	+$1.3K	﹤0.01%	1760
2019 Q4	–	Sell	-79	Closed	-$3K	–	608
2019 Q3	$3K	Buy	+79	New	+$3.55K	﹤0.01%	530
2017 Q4	–	Sell	-11,904	Closed	-$505K	–	761
2017 Q3	$505K	Buy	11,904 +82	+0.7%	+$3.4K	0.29%	82
2017 Q2	$486K	Buy	11,822 +79	+0.7%	+$3.24K	0.31%	79
2017 Q1	$479K	Buy	11,743 +238	+2%	+$9.62K	0.34%	76
2016 Q4	$454K	Buy	+11,505	New	+$443K	0.37%	66

Other funds holding QDF

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

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

Creative Financial Designs increased its FlexShares Quality Dividend Index Fund (QDF) stake by 886% in Q1 2026, buying an estimated $50.7K and bringing the position to 690 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Creative Financial Designs first reported a position in QDF in Q4 2016 and has held it in 8 quarters since. The position peaked at $505K in Q3 2017. 176 funds tracked by Wall St. Rank hold QDF as of Q1 2026.

Creative Financial Designs held 690 shares of FlexShares Quality Dividend Index Fund worth $54.6K as of Q1 2026.
Creative Financial Designs bought 620 FlexShares Quality Dividend Index Fund shares in Q1 2026, an estimated $50.7K.
FlexShares Quality Dividend Index Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #873 holding.
Creative Financial Designs first reported a position in FlexShares Quality Dividend Index Fund in Q4 2016 and has held it in 8 quarters since.
Creative Financial Designs's FlexShares Quality Dividend Index Fund position peaked at $505K in Q3 2017.
176 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q1 2026.

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