Curry Webb Wealth Management’s FlexShares US Quality Low Volatility Index Fund QLV Stock Holding History

Curry Webb Wealth Management’s Portfolio QLV Stock Details QLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.21M	Sell	30,727 -11,665	-28%	-$855K	1.04%	24
2025 Q4	$3.05M	Buy	+42,392	New	+$3.05M	1.52%	21

Other funds holding QLV

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Curry Webb Wealth Management's QLV Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its FlexShares US Quality Low Volatility Index Fund (QLV) stake by 28% in Q1 2026, selling an estimated $855K and leaving 30,727 shares worth $2.21M. The position accounts for 1.04% of the portfolio, ranked #24.

Curry Webb Wealth Management first reported a position in QLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.05M in Q4 2025. 37 funds tracked by Wall St. Rank hold QLV as of Q1 2026.

Curry Webb Wealth Management held 30,727 shares of FlexShares US Quality Low Volatility Index Fund worth $2.21M as of Q1 2026.
Curry Webb Wealth Management sold 11,665 FlexShares US Quality Low Volatility Index Fund shares in Q1 2026, an estimated $855K.
FlexShares US Quality Low Volatility Index Fund made up 1.04% of Curry Webb Wealth Management's portfolio in Q1 2026, its #24 holding.
Curry Webb Wealth Management first reported a position in FlexShares US Quality Low Volatility Index Fund in Q4 2025 and has held it in 2 quarters since.
Curry Webb Wealth Management's FlexShares US Quality Low Volatility Index Fund position peaked at $3.05M in Q4 2025.
37 funds tracked by Wall St. Rank held FlexShares US Quality Low Volatility Index Fund as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.