PSI Advisors’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

PSI Advisors’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 Q1	–	Sell	-332	Closed	-$22K	–	900
2024 Q4	$22K	Buy	332 +1	+0.3%	+$67	0.01%	407
2024 Q3	$21.5K	Buy	331 +1	+0.3%	+$63	0.01%	416
2024 Q2	$20.3K	Buy	330 +1	+0.3%	+$59	0.01%	403
2024 Q1	$19.4K	Hold	329	–	–	0.01%	402
2023 Q4	$17.4K	Buy	329 +2	+0.6%	+$99	0.01%	435
2023 Q3	$15.6K	Buy	327 +1	+0.3%	+$49	0.01%	428
2023 Q2	$16K	Buy	326 +1	+0.3%	+$46	0.01%	422
2023 Q1	$14.8K	Buy	325 +1	+0.3%	+$45	0.01%	382
2022 Q4	$13.8K	Buy	324 +2	+0.6%	+$86	0.01%	379
2022 Q3	$13K	Buy	322 +1	+0.3%	+$44	0.01%	385
2022 Q2	$13K	Buy	321 +1	+0.3%	+$46	0.01%	418
2022 Q1	$16K	Buy	320 +1	+0.3%	+$49	0.01%	401
2021 Q4	$17K	Buy	319 +1	+0.3%	+$50	0.01%	426
2021 Q3	$15K	Buy	+318	New	+$15.6K	0.01%	435
2020 Q1	–	Sell	-310	Closed	-$11K	–	471
2019 Q4	$11K	Buy	+310	New	+$10.9K	0.01%	456

Other funds holding QLC

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMKC

L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return

PSI Advisors's QLC Position: Q1 2025 in Review

PSI Advisors sold out of FlexShares US Quality Large Cap Index Fund (QLC) in Q1 2025, closing a stake of 332 shares — an estimated $22K sold.

PSI Advisors first reported a position in QLC in Q4 2019 and held it in 15 quarters. The position peaked at $22K in Q4 2024. 42 funds tracked by Wall St. Rank hold QLC as of Q1 2025.

PSI Advisors reported no remaining FlexShares US Quality Large Cap Index Fund position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 332 FlexShares US Quality Large Cap Index Fund shares in Q1 2025, an estimated $22K.
PSI Advisors first reported a position in FlexShares US Quality Large Cap Index Fund in Q4 2019 and held it in 15 quarters.
PSI Advisors's FlexShares US Quality Large Cap Index Fund position peaked at $22K in Q4 2024.
42 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.