Empirical Asset Management’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Empirical Asset Management’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	$451K	Sell	5,770 -677	-11%	-$55K	0.12%	230
2025 Q4	$522K	Sell	6,447 -10,740	-62%	-$855K	0.15%	195
2025 Q3	$1.34M	Sell	17,187 -18,879	-52%	-$1.4M	0.37%	63
2025 Q2	$2.57M	Buy	36,066 +492	+1%	+$32.2K	0.79%	21
2025 Q1	$2.27M	Buy	35,574 +840	+2%	+$56.2K	0.77%	27
2024 Q4	$2.31M	Sell	34,734 -1,554	-4%	-$104K	0.76%	21
2024 Q3	$2.36M	Buy	36,288 +23,018	+173%	+$1.44M	0.84%	19
2024 Q2	$816K	Buy	+13,270	New	+$782K	0.31%	89

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

Empirical Asset Management's QLC Position: Q1 2026 in Review

Empirical Asset Management reduced its FlexShares US Quality Large Cap Index Fund (QLC) stake by 11% in Q1 2026, selling an estimated $55K and leaving 5,770 shares worth $451K. The position accounts for 0.12% of the portfolio, ranked #230.

Empirical Asset Management first reported a position in QLC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.57M in Q2 2025. 66 funds tracked by Wall St. Rank hold QLC as of Q1 2026.

Empirical Asset Management held 5,770 shares of FlexShares US Quality Large Cap Index Fund worth $451K as of Q1 2026.
Empirical Asset Management sold 677 FlexShares US Quality Large Cap Index Fund shares in Q1 2026, an estimated $55K.
FlexShares US Quality Large Cap Index Fund made up 0.12% of Empirical Asset Management's portfolio in Q1 2026, its #230 holding.
Empirical Asset Management first reported a position in FlexShares US Quality Large Cap Index Fund in Q2 2024 and has held it in 8 quarters since.
Empirical Asset Management's FlexShares US Quality Large Cap Index Fund position peaked at $2.57M in Q2 2025.
66 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.