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ORG Partners’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

ORG Partners’s Portfolio QLC Stock Details QLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-473
Closed -$30.3K – 1604
2025
Q1 		$30.3K Sell
473
-28
-6% -$1.87K 0.01% 593
2024
Q4 		$33.3K Buy
+501
New +$33.4K ﹤0.01% 635

Other funds holding QLC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SWM
Stark Wealth Management Bethlehem, Pennsylvania $26.6M AUM 23.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HA
Herold Advisors New York $455M AUM 22.2% 1-Year Est. Return

ORG Partners's QLC Position: Q2 2025 in Review

ORG Partners sold out of FlexShares US Quality Large Cap Index Fund (QLC) in Q2 2025, closing a stake of 473 shares — an estimated $30.3K sold.

ORG Partners first reported a position in QLC in Q4 2024 and held it in 2 quarters. The position peaked at $33.3K in Q4 2024. 45 funds tracked by Wall St. Rank hold QLC as of Q2 2025.

  • ORG Partners reported no remaining FlexShares US Quality Large Cap Index Fund position as of Q2 2025 after selling out during the quarter.
  • ORG Partners sold 473 FlexShares US Quality Large Cap Index Fund shares in Q2 2025, an estimated $30.3K.
  • ORG Partners first reported a position in FlexShares US Quality Large Cap Index Fund in Q4 2024 and held it in 2 quarters.
  • ORG Partners's FlexShares US Quality Large Cap Index Fund position peaked at $33.3K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.