Creative Financial Designs’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Creative Financial Designs’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	$41.4K	Sell	529 -3	-0.6%	-$244	﹤0.01%	963
2025 Q4	$43.1K	Buy	532 +1	+0.2%	+$80	﹤0.01%	914
2025 Q3	$41.4K	Hold	531	–	–	﹤0.01%	916
2025 Q2	$37.8K	Buy	531 +51	+11%	+$3.34K	﹤0.01%	955
2025 Q1	$30.6K	Buy	480 +1	+0.2%	+$67	﹤0.01%	973
2024 Q4	$31.8K	Buy	479 +1	+0.2%	+$67	﹤0.01%	930
2024 Q3	$31.1K	Buy	478 +1	+0.2%	+$63	﹤0.01%	921
2024 Q2	$29.3K	Buy	477 +2	+0.4%	+$118	﹤0.01%	901
2024 Q1	$28K	Buy	475 +1	+0.2%	+$56	﹤0.01%	880
2023 Q4	$25.1K	Buy	474 +2	+0.4%	+$99	﹤0.01%	856
2023 Q3	$22.5K	Buy	472 +1	+0.2%	+$49	﹤0.01%	827
2023 Q2	$23.1K	Buy	471 +2	+0.4%	+$93	﹤0.01%	811
2023 Q1	$21.3K	Buy	469 +1	+0.2%	+$45	﹤0.01%	797
2022 Q4	$19.9K	Buy	468 +2	+0.4%	+$86	﹤0.01%	768
2022 Q3	$18K	Buy	466 +2	+0.4%	+$88	﹤0.01%	767
2022 Q2	$19K	Buy	464 +2	+0.4%	+$91	﹤0.01%	750
2022 Q1	$23K	Buy	462 +81	+21%	+$4.01K	﹤0.01%	738
2021 Q4	$20K	Buy	+381	New	+$19.2K	﹤0.01%	763

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 $71.6B AUM 21.08% 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 $331M AUM 19.25% 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

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

Creative Financial Designs reduced its FlexShares US Quality Large Cap Index Fund (QLC) stake by 0.56% in Q1 2026, selling an estimated $244 and leaving 529 shares worth $41.4K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Creative Financial Designs first reported a position in QLC in Q4 2021 and has held it in 18 quarters since. The position peaked at $43.1K in Q4 2025. 66 funds tracked by Wall St. Rank hold QLC as of Q1 2026.

Creative Financial Designs held 529 shares of FlexShares US Quality Large Cap Index Fund worth $41.4K as of Q1 2026.
Creative Financial Designs sold 3 FlexShares US Quality Large Cap Index Fund shares in Q1 2026, an estimated $244.
FlexShares US Quality Large Cap Index Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #963 holding.
Creative Financial Designs first reported a position in FlexShares US Quality Large Cap Index Fund in Q4 2021 and has held it in 18 quarters since.
Creative Financial Designs's FlexShares US Quality Large Cap Index Fund position peaked at $43.1K in Q4 2025.
66 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q1 2026.

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