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Legacy Edge Advisors’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Legacy Edge Advisors’s Portfolio QDF Stock Details QDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$452K Sell
6,178
-7
-0.1% -$606 0.06% 128
2026
Q1 		$489K Sell
6,185
-103
-2% -$8.42K 0.05% 138
2025
Q4 		$508K Buy
+6,288
New +$504K 0.06% 127

Other funds holding QDF

TWIM
TIAA Wealth Investment Management New York $15B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
V
VeraBank Henderson, Texas $604M AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Legacy Edge Advisors's QDF Position: Q2 2026 in Review

Legacy Edge Advisors reduced its FlexShares Quality Dividend Index Fund (QDF) stake by 0.11% in Q2 2026, selling an estimated $606 and leaving 6,178 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #128.

Legacy Edge Advisors first reported a position in QDF in Q4 2025 and has held it in 3 quarters since. The position peaked at $508K in Q4 2025. 112 funds tracked by Wall St. Rank hold QDF as of Q2 2026.

  • Legacy Edge Advisors held 6,178 shares of FlexShares Quality Dividend Index Fund worth $452K as of Q2 2026.
  • Legacy Edge Advisors sold 7 FlexShares Quality Dividend Index Fund shares in Q2 2026, an estimated $606.
  • FlexShares Quality Dividend Index Fund made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #128 holding.
  • Legacy Edge Advisors first reported a position in FlexShares Quality Dividend Index Fund in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's FlexShares Quality Dividend Index Fund position peaked at $508K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.