Avantax Advisory Services’s FlexShares International Quality Dividend Dynamic Index Fund IQDY Stock Holding History

Avantax Advisory Services’s Portfolio IQDY Stock Details IQDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.93M	Buy	121,411 +3,785	+3%	+$115K	0.02%	535
2025 Q1	$3.42M	Buy	117,626 +119	+0.1%	+$3.44K	0.02%	534
2024 Q4	$3.25M	Buy	117,507 +1,165	+1%	+$34.4K	0.02%	532
2024 Q3	$3.63M	Buy	116,342 +2,874	+3%	+$85.2K	0.02%	488
2024 Q2	$3.32M	Buy	113,468 +3,977	+4%	+$116K	0.02%	493
2024 Q1	$3.15M	Buy	109,491 +11,515	+12%	+$322K	0.03%	419
2023 Q4	$2.73M	Buy	97,976 +4,445	+5%	+$116K	0.03%	420
2023 Q3	$2.35M	Buy	93,531 +5,315	+6%	+$140K	0.03%	419
2023 Q2	$2.33M	Buy	88,216 +7,423	+9%	+$197K	0.03%	413
2023 Q1	$2.12M	Buy	80,793 +9,974	+14%	+$260K	0.03%	426
2022 Q4	$1.71M	Buy	70,819 +7,861	+12%	+$181K	0.02%	464
2022 Q3	$1.27M	Sell	62,958 -7,591	-11%	-$176K	0.02%	492
2022 Q2	$1.66M	Buy	70,549 +19,551	+38%	+$516K	0.03%	421
2022 Q1	$1.46M	Buy	50,998 +23,544	+86%	+$692K	0.02%	448
2021 Q4	$832K	Buy	27,454 +7,415	+37%	+$224K	0.01%	580
2021 Q3	$600K	Buy	20,039 +2,940	+17%	+$90.7K	0.01%	654
2021 Q2	$533K	Buy	17,099 +4,553	+36%	+$144K	0.01%	688
2021 Q1	$380K	Buy	+12,546	New	+$373K	0.01%	708

Other funds holding IQDY

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Avantax Advisory Services's IQDY Position: Q2 2025 in Review

Avantax Advisory Services increased its FlexShares International Quality Dividend Dynamic Index Fund (IQDY) stake by 3.2% in Q2 2025, buying an estimated $115K and bringing the position to 121,411 shares worth $3.93M. The position accounts for 0.02% of the portfolio, ranked #535.

Avantax Advisory Services first reported a position in IQDY in Q1 2021 and has held it in 18 quarters since. 26 funds tracked by Wall St. Rank hold IQDY as of Q2 2025.

Avantax Advisory Services held 121,411 shares of FlexShares International Quality Dividend Dynamic Index Fund worth $3.93M as of Q2 2025.
Avantax Advisory Services bought 3,785 FlexShares International Quality Dividend Dynamic Index Fund shares in Q2 2025, an estimated $115K.
FlexShares International Quality Dividend Dynamic Index Fund made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #535 holding.
Avantax Advisory Services first reported a position in FlexShares International Quality Dividend Dynamic Index Fund in Q1 2021 and has held it in 18 quarters since.
26 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Dynamic Index Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.