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Householder Group Estate & Retirement Specialist’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-186
Closed -$13K – 1024
2024
Q3 		$13K Hold
186
– – ﹤0.01% 780
2024
Q2 		$12K Hold
186
– – ﹤0.01% 786
2024
Q1 		$11.9K Hold
186
– – ﹤0.01% 777
2023
Q4 		$10K Hold
186
– – ﹤0.01% 768
2023
Q3 		$10.1K Buy
+186
New +$10.5K ﹤0.01% 786
2023
Q1 		$10K Buy
+186
New +$9.72K ﹤0.01% 813
2022
Q4 		– Sell
-186
Closed -$8K – 913
2022
Q3 		$8K Buy
+186
New +$9.54K ﹤0.01% 787

Other funds holding QDEF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's QDEF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of FlexShares Quality Dividend Defensive Index Fund (QDEF) in Q4 2024, closing a stake of 186 shares — an estimated $13K sold.

Householder Group Estate & Retirement Specialist first reported a position in QDEF in Q3 2022 and held it in 7 quarters. The position peaked at $13K in Q3 2024. 85 funds tracked by Wall St. Rank hold QDEF as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining FlexShares Quality Dividend Defensive Index Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 186 FlexShares Quality Dividend Defensive Index Fund shares in Q4 2024, an estimated $13K.
  • Householder Group Estate & Retirement Specialist first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's FlexShares Quality Dividend Defensive Index Fund position peaked at $13K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.