CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IQDF Stock Details IQDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$214K Buy
+6,750
New +$218K ﹤0.01% 2640

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Royal Bank of Canada
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Morgan Stanley
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

CAPTRUST Financial Advisors's IQDF Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in FlexShares International Quality Dividend Index Fund (IQDF) in Q1 2026: 6,750 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #2640 among its holdings.

93 funds tracked by Wall St. Rank hold IQDF as of Q1 2026.

  • CAPTRUST Financial Advisors held 6,750 shares of FlexShares International Quality Dividend Index Fund worth $214K as of Q1 2026.
  • FlexShares International Quality Dividend Index Fund was a new CAPTRUST Financial Advisors position in Q1 2026.
  • FlexShares International Quality Dividend Index Fund made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2640 holding.
  • 93 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.