Olistico Wealth’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Olistico Wealth’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	$20.2K	Hold	225	–	–	0.01%	214
2026 Q1	$17.8K	Hold	225	–	–	0.01%	224
2025 Q4	$18.2K	Buy	+225	New	+$18K	0.01%	220
2025 Q3	–	Sell	-225	Closed	-$16.5K	–	279
2025 Q2	$16.5K	Hold	225	–	–	0.01%	236
2025 Q1	$15.4K	Sell	225 -30	-12%	-$2.13K	0.01%	227
2024 Q4	$18K	Hold	255	–	–	0.01%	218
2024 Q3	$18.3K	Hold	255	–	–	0.01%	218
2024 Q2	$17K	Buy	+255	New	+$16.5K	0.01%	218

Other funds holding QDF

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return