RGT Wealth Advisors’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

RGT Wealth Advisors’s Portfolio QDEF Stock Details QDEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$131K	Buy	+2,857	New	+$147K	0.02%	78

Other funds holding QDEF

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

ACA

Aspire Capital Advisors Seattle, Washington $444M AUM 16.47% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RGT Wealth Advisors's QDEF Position: Q3 2022 in Review

RGT Wealth Advisors opened a new position in FlexShares Quality Dividend Defensive Index Fund (QDEF) in Q3 2022: 2,857 shares worth $131K. The stake represents 0.02% of the portfolio and ranks #78 among its holdings.

71 funds tracked by Wall St. Rank hold QDEF as of Q3 2022.

RGT Wealth Advisors held 2,857 shares of FlexShares Quality Dividend Defensive Index Fund worth $131K as of Q3 2022.
FlexShares Quality Dividend Defensive Index Fund was a new RGT Wealth Advisors position in Q3 2022.
FlexShares Quality Dividend Defensive Index Fund made up 0.02% of RGT Wealth Advisors's portfolio in Q3 2022, its #78 holding.
71 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.