Creative Planning’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Creative Planning’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	$5.65M	Sell	178,558 -4,075	-2%	-$132K	﹤0.01%	1097
2025 Q4	$5.55M	Buy	182,633 +5,776	+3%	+$170K	﹤0.01%	934
2025 Q3	$5.05M	Buy	176,857 +47	+0%	+$1.32K	﹤0.01%	881
2025 Q2	$4.79M	Sell	176,810 -12,858	-7%	-$332K	﹤0.01%	778
2025 Q1	$4.73M	Buy	189,668 +10,947	+6%	+$268K	﹤0.01%	733
2024 Q4	$4.16M	Sell	178,721 -878	-0.5%	-$21.9K	﹤0.01%	733
2024 Q3	$4.72M	Sell	179,599 -5,358	-3%	-$135K	﹤0.01%	660
2024 Q2	$4.6M	Sell	184,957 -9,344	-5%	-$231K	﹤0.01%	648
2024 Q1	$4.68M	Sell	194,301 -1,728	-0.9%	-$40.6K	0.01%	624
2023 Q4	$4.56M	Sell	196,029 -12	-0%	-$263	0.01%	589
2023 Q3	$4.17M	Sell	196,041 -844	-0.4%	-$18.6K	0.01%	582
2023 Q2	$4.36M	Buy	196,885 +66	+0%	+$1.48K	0.01%	558
2023 Q1	$4.35M	Buy	196,819 +6	+0%	+$131	0.01%	541
2022 Q4	$4.06M	Sell	196,813 -4,785	-2%	-$94.1K	0.01%	540
2022 Q3	$3.59M	Sell	201,598 -4,946	-2%	-$99.1K	0.01%	521
2022 Q2	$4.22M	Sell	206,544 -1,687	-0.8%	-$37.7K	0.01%	496
2022 Q1	$4.97M	Buy	208,231 +5,485	+3%	+$135K	0.01%	454
2021 Q4	$5.18M	Sell	202,746 -12,220	-6%	-$313K	0.01%	410
2021 Q3	$5.42M	Sell	214,966 -8,415	-4%	-$221K	0.01%	397
2021 Q2	$5.93M	Sell	223,381 -6,988	-3%	-$187K	0.01%	365
2021 Q1	$5.92M	Sell	230,369 -9,898	-4%	-$250K	0.01%	371
2020 Q4	$5.8M	Sell	240,267 -61,936	-20%	-$1.38M	0.01%	345
2020 Q3	$6.25M	Buy	302,203 +285,675	+1,728%	+$6.02M	0.02%	282
2020 Q2	$332K	Buy	+16,528	New	+$318K	﹤0.01%	1250
2017 Q3	–	Sell	-2,130	Closed	-$54K	–	2782
2017 Q2	$54K	Sell	2,130 -502	-19%	-$12.6K	﹤0.01%	2459
2017 Q1	$64K	Buy	2,632 +1,682	+177%	+$39.6K	﹤0.01%	2291
2016 Q4	$21K	Sell	950 -250	-21%	-$5.58K	﹤0.01%	3051
2016 Q3	$27K	Buy	1,200 +678	+130%	+$15.4K	﹤0.01%	2833
2016 Q2	$11K	Buy	+522	New	+$11.5K	﹤0.01%	3178

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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 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

Creative Planning's IQDF Position: Q1 2026 in Review

Creative Planning reduced its FlexShares International Quality Dividend Index Fund (IQDF) stake by 2.2% in Q1 2026, selling an estimated $132K and leaving 178,558 shares worth $5.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Creative Planning first reported a position in IQDF in Q2 2016 and has held it in 29 quarters since. The position peaked at $6.25M in Q3 2020. 93 funds tracked by Wall St. Rank hold IQDF as of Q1 2026.

Creative Planning held 178,558 shares of FlexShares International Quality Dividend Index Fund worth $5.65M as of Q1 2026.
Creative Planning sold 4,075 FlexShares International Quality Dividend Index Fund shares in Q1 2026, an estimated $132K.
FlexShares International Quality Dividend Index Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1097 holding.
Creative Planning first reported a position in FlexShares International Quality Dividend Index Fund in Q2 2016 and has held it in 29 quarters since.
Creative Planning's FlexShares International Quality Dividend Index Fund position peaked at $6.25M in Q3 2020.
93 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.