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

Elmwood 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
2022 Q1	–	Sell	-500	Closed	-$28K	–	269
2021 Q4	$28K	Buy	+500	New	+$27.2K	0.01%	229
2021 Q2	$25K	Hold	500	–	–	0.01%	209
2021 Q1	$23K	Buy	+500	New	+$23K	0.01%	205

Other funds holding QLV

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

BAM

Bellevue Asset Management Bellevue, Washington $200M AUM 16.19% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBG

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

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Elmwood Wealth Management's QLV Position: Q1 2022 in Review

Elmwood Wealth Management sold out of FlexShares US Quality Low Volatility Index Fund (QLV) in Q1 2022, closing a stake of 500 shares — an estimated $28K sold.

Elmwood Wealth Management first reported a position in QLV in Q1 2021 and held it in 3 quarters. The position peaked at $28K in Q4 2021. 19 funds tracked by Wall St. Rank hold QLV as of Q1 2022.

Elmwood Wealth Management reported no remaining FlexShares US Quality Low Volatility Index Fund position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 500 FlexShares US Quality Low Volatility Index Fund shares in Q1 2022, an estimated $28K.
Elmwood Wealth Management first reported a position in FlexShares US Quality Low Volatility Index Fund in Q1 2021 and held it in 3 quarters.
Elmwood Wealth Management's FlexShares US Quality Low Volatility Index Fund position peaked at $28K in Q4 2021.
19 funds tracked by Wall St. Rank held FlexShares US Quality Low Volatility Index Fund as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.