West Coast Financial’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

West Coast Financial’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	-3,400	Closed	-$217K	–	114
2025 Q1	$217K	Hold	3,400	–	–	0.02%	157
2024 Q4	$226K	Hold	3,400	–	–	0.02%	158
2024 Q3	$221K	Hold	3,400	–	–	0.02%	163
2024 Q2	$209K	Hold	3,400	–	–	0.02%	160
2024 Q1	$200K	Buy	+3,400	New	+$189K	0.02%	161
2023 Q4	–	Sell	-4,242	Closed	-$202K	–	163
2023 Q3	$202K	Hold	4,242	–	–	0.03%	142
2023 Q2	$208K	Buy	+4,242	New	+$197K	0.03%	146
2022 Q2	–	Sell	-4,242	Closed	-$212K	–	133
2022 Q1	$212K	Hold	4,242	–	–	0.03%	129
2021 Q4	$221K	Hold	4,242	–	–	0.03%	129
2021 Q3	$201K	Hold	4,242	–	–	0.03%	133
2021 Q2	$201K	Buy	+4,242	New	+$195K	0.03%	133
2020 Q2	–	Sell	-7,242	Closed	-$208K	–	105
2020 Q1	$208K	Buy	+7,242	New	+$249K	0.06%	95

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

SWM

Stark Wealth Management Bethlehem, Pennsylvania $26.6M AUM 23.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

West Coast Financial's QLC Position: Q2 2025 in Review

West Coast Financial sold out of FlexShares US Quality Large Cap Index Fund (QLC) in Q2 2025, closing a stake of 3,400 shares — an estimated $217K sold.

West Coast Financial first reported a position in QLC in Q1 2020 and held it in 12 quarters. The position peaked at $226K in Q4 2024. 45 funds tracked by Wall St. Rank hold QLC as of Q2 2025.

West Coast Financial reported no remaining FlexShares US Quality Large Cap Index Fund position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 3,400 FlexShares US Quality Large Cap Index Fund shares in Q2 2025, an estimated $217K.
West Coast Financial first reported a position in FlexShares US Quality Large Cap Index Fund in Q1 2020 and held it in 12 quarters.
West Coast Financial's FlexShares US Quality Large Cap Index Fund position peaked at $226K in Q4 2024.
45 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.