NA
QLV icon

NewEdge Advisors’s FlexShares US Quality Low Volatility Index Fund QLV Stock Holding History

NewEdge Advisors’s Portfolio QLV Stock Details QLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2
Closed -$101 – 3978
2022
Q4 		$101 Buy
+2
New +$100 ﹤0.01% 3372

Other funds holding QLV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAM
Bellevue Asset Management Bellevue, Washington $200M AUM 16.19% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $279M AUM 35.62% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewEdge Advisors's QLV Position: Q1 2023 in Review

NewEdge Advisors sold out of FlexShares US Quality Low Volatility Index Fund (QLV) in Q1 2023, closing a stake of 2 shares — an estimated $101 sold.

NewEdge Advisors first reported a position in QLV in Q4 2022 and held it in 1 quarter. The position peaked at $101 in Q4 2022. 26 funds tracked by Wall St. Rank hold QLV as of Q1 2023.

  • NewEdge Advisors reported no remaining FlexShares US Quality Low Volatility Index Fund position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 2 FlexShares US Quality Low Volatility Index Fund shares in Q1 2023, an estimated $101.
  • NewEdge Advisors first reported a position in FlexShares US Quality Low Volatility Index Fund in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's FlexShares US Quality Low Volatility Index Fund position peaked at $101 in Q4 2022.
  • 26 funds tracked by Wall St. Rank held FlexShares US Quality Low Volatility Index Fund as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.