Glassman Wealth Services’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History

Glassman Wealth Services’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
2022 Q2	–	Sell	-20	Closed	-$1K	–	1795
2022 Q1	$1K	Buy	+20	New	+$1.38K	﹤0.01%	1405
2021 Q4	–	Sell	-20	Closed	-$1K	–	1743
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	1360
2021 Q2	$1K	Buy	+20	New	+$1.31K	﹤0.01%	1296

Other funds holding GQRE

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

ETS

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return

BCM

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

MTIC

Missouri Trust & Investment Company Springfield, Missouri $341M AUM 17.31% 1-Year Est. Return

Glassman Wealth Services's GQRE Position: Q2 2022 in Review

Glassman Wealth Services sold out of FlexShares Global Quality Real Estate Index Fund (GQRE) in Q2 2022, closing a stake of 20 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in GQRE in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 48 funds tracked by Wall St. Rank hold GQRE as of Q2 2022.

Glassman Wealth Services reported no remaining FlexShares Global Quality Real Estate Index Fund position as of Q2 2022 after selling out during the quarter.
Glassman Wealth Services sold 20 FlexShares Global Quality Real Estate Index Fund shares in Q2 2022, an estimated $1K.
Glassman Wealth Services first reported a position in FlexShares Global Quality Real Estate Index Fund in Q2 2021 and held it in 3 quarters.
Glassman Wealth Services's FlexShares Global Quality Real Estate Index Fund position peaked at $1K in Q1 2022.
48 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.