Cedar Wealth Management’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Cedar Wealth Management’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
2021 Q3	–	Sell	-3,416	Closed	-$91K	–	273
2021 Q2	$91K	Hold	3,416	–	–	0.04%	141
2021 Q1	$88K	Buy	3,416 +17	+0.5%	+$429	0.04%	131
2020 Q4	$82K	Buy	3,399 +16	+0.5%	+$358	0.04%	118
2020 Q3	$70K	Hold	3,383	–	–	0.04%	116
2020 Q2	$68K	Hold	3,383	–	–	0.05%	117
2020 Q1	$60K	Hold	3,383	–	–	0.04%	117
2019 Q4	$82K	Sell	3,383 -15,744	-82%	-$366K	0.05%	79
2019 Q3	$426K	Sell	19,127 -2,130	-10%	-$47.7K	0.29%	35
2019 Q2	$489K	Buy	21,257 +107	+0.5%	+$2.47K	0.32%	28
2019 Q1	$489K	Hold	21,150	–	–	0.31%	27
2018 Q4	$445K	Hold	21,150	–	–	0.32%	30
2018 Q3	$508K	Hold	21,150	–	–	0.27%	29
2018 Q2	$515K	Hold	21,150	–	–	0.29%	19
2018 Q1	$557K	Hold	21,150	–	–	0.34%	19
2017 Q4	$567K	Hold	21,150	–	–	0.34%	17
2017 Q3	$555K	Buy	21,150 +15,180	+254%	+$394K	0.33%	17
2017 Q2	$150K	Buy	+5,970	New	+$149K	0.1%	65

Other funds holding IQDF

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Cedar Wealth Management's IQDF Position: Q3 2021 in Review

Cedar Wealth Management sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q3 2021, closing a stake of 3,416 shares — an estimated $91K sold.

Cedar Wealth Management first reported a position in IQDF in Q2 2017 and held it in 17 quarters. The position peaked at $567K in Q4 2017. 72 funds tracked by Wall St. Rank hold IQDF as of Q3 2021.

Cedar Wealth Management reported no remaining FlexShares International Quality Dividend Index Fund position as of Q3 2021 after selling out during the quarter.
Cedar Wealth Management sold 3,416 FlexShares International Quality Dividend Index Fund shares in Q3 2021, an estimated $91K.
Cedar Wealth Management first reported a position in FlexShares International Quality Dividend Index Fund in Q2 2017 and held it in 17 quarters.
Cedar Wealth Management's FlexShares International Quality Dividend Index Fund position peaked at $567K in Q4 2017.
72 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q3 2021.

Based on Cedar Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.