Elevation Wealth Partners’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History

Elevation Wealth Partners’s Portfolio GQRE Stock Details GQRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.2K	Buy	660 +3	+0.5%	+$191	0.01%	350
2026 Q1	$39.2K	Buy	657 +1	+0.2%	+$62	0.01%	277
2025 Q4	$38.6K	Buy	656 +9	+1%	+$539	0.01%	276
2025 Q3	$39.4K	Buy	647 +3	+0.5%	+$181	0.01%	268
2025 Q2	$38.4K	Buy	644 +3	+0.5%	+$174	0.02%	263
2025 Q1	$37.1K	Buy	641 +1	+0.2%	+$58	0.02%	261
2024 Q4	$36.5K	Buy	640 +5	+0.8%	+$302	0.02%	263
2024 Q3	$39.6K	Buy	635 +2	+0.3%	+$118	0.02%	243
2024 Q2	$34.5K	Buy	633 +3	+0.5%	+$164	0.02%	249
2024 Q1	$35.8K	Buy	630 +3	+0.5%	+$164	0.02%	252
2023 Q4	$30.7K	Hold	627	–	–	0.02%	242
2023 Q3	$30.7K	Buy	627 +2	+0.3%	+$105	0.03%	179
2023 Q2	$33.2K	Buy	625 +2	+0.3%	+$105	0.03%	184
2023 Q1	$33K	Buy	+623	New	+$33.9K	0.03%	189

Other funds holding GQRE

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners's GQRE Position: Q2 2026 in Review

Elevation Wealth Partners increased its FlexShares Global Quality Real Estate Index Fund (GQRE) stake by 0.46% in Q2 2026, buying an estimated $191 and bringing the position to 660 shares worth $42.2K. The position accounts for 0.01% of the portfolio, ranked #350.

Elevation Wealth Partners first reported a position in GQRE in Q1 2023 and has held it in 14 quarters since. 9 funds tracked by Wall St. Rank hold GQRE as of Q2 2026.

Elevation Wealth Partners held 660 shares of FlexShares Global Quality Real Estate Index Fund worth $42.2K as of Q2 2026.
Elevation Wealth Partners bought 3 FlexShares Global Quality Real Estate Index Fund shares in Q2 2026, an estimated $191.
FlexShares Global Quality Real Estate Index Fund made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #350 holding.
Elevation Wealth Partners first reported a position in FlexShares Global Quality Real Estate Index Fund in Q1 2023 and has held it in 14 quarters since.
9 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.