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Golden State Wealth Management’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History

Golden State Wealth Management’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
2026
Q1 		$32.2K Hold
539
– – ﹤0.01% 799
2025
Q4 		$31.8K Buy
539
+14
+3% +$839 ﹤0.01% 802
2025
Q3 		$32K Buy
525
+4
+0.8% +$241 ﹤0.01% 789
2025
Q2 		$31.1K Buy
521
+5
+1% +$290 ﹤0.01% 763
2025
Q1 		$29.9K Buy
+516
New +$29.7K ﹤0.01% 705

Other funds holding GQRE

Northern Trust
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
MTIC
Missouri Trust & Investment Company Springfield, Missouri $341M AUM 17.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Golden State Wealth Management's GQRE Position: Q1 2026 in Review

Golden State Wealth Management held its FlexShares Global Quality Real Estate Index Fund (GQRE) position steady in Q1 2026 at 539 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Golden State Wealth Management first reported a position in GQRE in Q1 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold GQRE as of Q1 2026.

  • Golden State Wealth Management held 539 shares of FlexShares Global Quality Real Estate Index Fund worth $32.2K as of Q1 2026.
  • Golden State Wealth Management left its FlexShares Global Quality Real Estate Index Fund share count unchanged in Q1 2026.
  • FlexShares Global Quality Real Estate Index Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #799 holding.
  • Golden State Wealth Management first reported a position in FlexShares Global Quality Real Estate Index Fund in Q1 2025 and has held it in 5 quarters since.
  • 47 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.