White Knight Strategic Wealth Advisors’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

White Knight Strategic 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
2026 Q1	$338K	Sell	4,238 -113	-3%	-$9.27K	0.29%	62
2025 Q4	$352K	Hold	4,351	–	–	0.26%	67
2025 Q3	$348K	Hold	4,351	–	–	0.27%	63
2025 Q2	$322K	Hold	4,351	–	–	0.27%	64
2025 Q1	$304K	Sell	4,351 -4,351	-50%	-$310K	0.28%	61
2024 Q4	$611K	Buy	8,702 +4,351	+100%	+$313K	0.26%	65
2024 Q3	$311K	Hold	4,351	–	–	0.28%	62
2024 Q2	$285K	Sell	4,351 -35	-0.8%	-$2.23K	0.28%	61
2024 Q1	$282K	Sell	4,386 -1,487	-25%	-$91.3K	0.29%	59
2023 Q4	$347K	Sell	5,873 -9	-0.2%	-$505	0.4%	50
2023 Q3	$318K	Hold	5,882	–	–	0.42%	44
2023 Q2	$329K	Hold	5,882	–	–	0.38%	50
2023 Q1	$311K	Sell	5,882 -2,455	-29%	-$128K	0.39%	51
2022 Q4	$429K	Sell	8,337 -348	-4%	-$17.6K	0.59%	41
2022 Q3	$399K	Sell	8,685 -100	-1%	-$5.13K	0.57%	41
2022 Q2	$439K	Sell	8,785 -434	-5%	-$23.1K	0.61%	41
2022 Q1	$521K	Sell	9,219 -45	-0.5%	-$2.51K	0.56%	41
2021 Q4	$548K	Buy	+9,264	New	+$523K	0.57%	40

Other funds holding QDEF

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

SDH

Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

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

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

White Knight Strategic Wealth Advisors's QDEF Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors reduced its FlexShares Quality Dividend Defensive Index Fund (QDEF) stake by 2.6% in Q1 2026, selling an estimated $9.27K and leaving 4,238 shares worth $338K. The position accounts for 0.29% of the portfolio, ranked #62.

White Knight Strategic Wealth Advisors first reported a position in QDEF in Q4 2021 and has held it in 18 quarters since. The position peaked at $611K in Q4 2024. 90 funds tracked by Wall St. Rank hold QDEF as of Q1 2026.

White Knight Strategic Wealth Advisors held 4,238 shares of FlexShares Quality Dividend Defensive Index Fund worth $338K as of Q1 2026.
White Knight Strategic Wealth Advisors sold 113 FlexShares Quality Dividend Defensive Index Fund shares in Q1 2026, an estimated $9.27K.
FlexShares Quality Dividend Defensive Index Fund made up 0.29% of White Knight Strategic Wealth Advisors's portfolio in Q1 2026, its #62 holding.
White Knight Strategic Wealth Advisors first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q4 2021 and has held it in 18 quarters since.
White Knight Strategic Wealth Advisors's FlexShares Quality Dividend Defensive Index Fund position peaked at $611K in Q4 2024.
90 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.