Holistic Planning’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Holistic Planning’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	$578K	Buy	+7,393	New	+$600K	0.12%	163

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

Holistic Planning's QLC Position: Q1 2026 in Review

Holistic Planning opened a new position in FlexShares US Quality Large Cap Index Fund (QLC) in Q1 2026: 7,393 shares worth $578K. The stake represents 0.12% of the portfolio and ranks #163 among its holdings.

66 funds tracked by Wall St. Rank hold QLC as of Q1 2026.

Holistic Planning held 7,393 shares of FlexShares US Quality Large Cap Index Fund worth $578K as of Q1 2026.
FlexShares US Quality Large Cap Index Fund was a new Holistic Planning position in Q1 2026.
FlexShares US Quality Large Cap Index Fund made up 0.12% of Holistic Planning's portfolio in Q1 2026, its #163 holding.
66 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.