Freedom Investment Management’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Freedom Investment 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	$251K	Sell	3,208 -151	-4%	-$12.3K	0.07%	93
2025 Q4	$272K	Buy	+3,359	New	+$267K	0.08%	97
2025 Q3	–	Sell	-23,673	Closed	-$1.69M	–	551
2025 Q2	$1.69M	Sell	23,673 -365	-2%	-$23.9K	0.13%	128
2025 Q1	$1.53M	Buy	24,038 +2,456	+11%	+$164K	0.13%	138
2024 Q4	$1.43M	Buy	21,582 +1,664	+8%	+$111K	0.12%	159
2024 Q3	$1.3M	Buy	19,918 +101	+0.5%	+$6.32K	0.1%	185
2024 Q2	$1.22M	Buy	19,817 +1,043	+6%	+$61.5K	0.1%	197
2024 Q1	$1.11M	Sell	18,774 -1,117	-6%	-$62.1K	0.09%	218
2023 Q4	$1.05M	Buy	+19,891	New	+$989K	0.09%	230

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

Freedom Investment Management's QLC Position: Q1 2026 in Review

Freedom Investment Management reduced its FlexShares US Quality Large Cap Index Fund (QLC) stake by 4.5% in Q1 2026, selling an estimated $12.3K and leaving 3,208 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #93.

Freedom Investment Management first reported a position in QLC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.69M in Q2 2025. 66 funds tracked by Wall St. Rank hold QLC as of Q1 2026.

Freedom Investment Management held 3,208 shares of FlexShares US Quality Large Cap Index Fund worth $251K as of Q1 2026.
Freedom Investment Management sold 151 FlexShares US Quality Large Cap Index Fund shares in Q1 2026, an estimated $12.3K.
FlexShares US Quality Large Cap Index Fund made up 0.07% of Freedom Investment Management's portfolio in Q1 2026, its #93 holding.
Freedom Investment Management first reported a position in FlexShares US Quality Large Cap Index Fund in Q4 2023 and has held it in 9 quarters since.
Freedom Investment Management's FlexShares US Quality Large Cap Index Fund position peaked at $1.69M in Q2 2025.
66 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.