NWM
QLV icon

Nova Wealth Management’s FlexShares US Quality Low Volatility Index Fund QLV Stock Holding History

Nova Wealth Management’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
2026
Q1 		$2.23K Hold
31
– – ﹤0.01% 491
2025
Q4 		$2.23K Hold
31
– – ﹤0.01% 502
2025
Q3 		$2.23K Sell
31
-186
-86% -$13K ﹤0.01% 498
2025
Q2 		$14.8K Sell
217
-33
-13% -$2.16K 0.01% 333
2025
Q1 		$16.5K Buy
+250
New +$16.6K 0.01% 304

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
CWWM
Curry Webb Wealth Management Indianapolis, Indiana $212M AUM
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $479M AUM 36.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return