Elevation Wealth Partners’s FlexShares Developed Markets ex-US Quality Low Volatility Index Fund QLVD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,026	Closed	-$32.1K	–	878
2025 Q2	$32.1K	Hold	1,026	–	–	0.01%	279
2025 Q1	$29.5K	Hold	1,026	–	–	0.01%	282
2024 Q4	$27.1K	Hold	1,026	–	–	0.01%	287
2024 Q3	$29.5K	Hold	1,026	–	–	0.01%	273
2024 Q2	$27K	Hold	1,026	–	–	0.01%	267
2024 Q1	$27.4K	Hold	1,026	–	–	0.01%	277
2023 Q4	$25.1K	Hold	1,026	–	–	0.02%	264
2023 Q3	$25.1K	Hold	1,026	–	–	0.02%	197
2023 Q2	$26.2K	Hold	1,026	–	–	0.02%	198
2023 Q1	$26.1K	Buy	+1,026	New	+$25.5K	0.02%	200

Other funds holding QLVD

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Elevation Wealth Partners's QLVD Position: Q3 2025 in Review

Elevation Wealth Partners sold out of FlexShares Developed Markets ex-US Quality Low Volatility Index Fund (QLVD) in Q3 2025, closing a stake of 1,026 shares — an estimated $32.1K sold.

Elevation Wealth Partners first reported a position in QLVD in Q1 2023 and held it in 10 quarters. The position peaked at $32.1K in Q2 2025. 12 funds tracked by Wall St. Rank hold QLVD as of Q3 2025.

Elevation Wealth Partners reported no remaining FlexShares Developed Markets ex-US Quality Low Volatility Index Fund position as of Q3 2025 after selling out during the quarter.
Elevation Wealth Partners sold 1,026 FlexShares Developed Markets ex-US Quality Low Volatility Index Fund shares in Q3 2025, an estimated $32.1K.
Elevation Wealth Partners first reported a position in FlexShares Developed Markets ex-US Quality Low Volatility Index Fund in Q1 2023 and held it in 10 quarters.
Elevation Wealth Partners's FlexShares Developed Markets ex-US Quality Low Volatility Index Fund position peaked at $32.1K in Q2 2025.
12 funds tracked by Wall St. Rank held FlexShares Developed Markets ex-US Quality Low Volatility Index Fund as of Q3 2025.

Based on Elevation Wealth Partners's 13F filing for Q3 2025, filed 6 Oct 2025.