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

Crewe 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	$276K	Sell	8,707 -4,015	-32%	-$130K	0.02%	182
2025 Q4	$387K	Hold	12,722	–	–	0.03%	151
2025 Q3	$363K	Buy	12,722 +8,707	+217%	+$244K	0.03%	146
2025 Q2	$109K	Buy	+4,015	New	+$104K	0.02%	209
2024 Q1	–	Sell	-1,366	Closed	-$31.8K	–	973
2023 Q4	$31.8K	Hold	1,366	–	–	0.01%	144
2023 Q3	$29.1K	Hold	1,366	–	–	0.01%	175
2023 Q2	$30.3K	Sell	1,366 -2,973	-69%	-$66.5K	﹤0.01%	314
2023 Q1	$95.8K	Hold	4,339	–	–	0.01%	234
2022 Q4	$89.5K	Buy	4,339 +2,973	+218%	+$58.4K	0.01%	232
2022 Q3	$24K	Buy	+1,366	New	+$27.4K	﹤0.01%	430

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

Crewe Advisors's IQDF Position: Q1 2026 in Review

Crewe Advisors reduced its FlexShares International Quality Dividend Index Fund (IQDF) stake by 32% in Q1 2026, selling an estimated $130K and leaving 8,707 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #182.

Crewe Advisors first reported a position in IQDF in Q3 2022 and has held it in 10 quarters since. The position peaked at $387K in Q4 2025. 93 funds tracked by Wall St. Rank hold IQDF as of Q1 2026.

Crewe Advisors held 8,707 shares of FlexShares International Quality Dividend Index Fund worth $276K as of Q1 2026.
Crewe Advisors sold 4,015 FlexShares International Quality Dividend Index Fund shares in Q1 2026, an estimated $130K.
FlexShares International Quality Dividend Index Fund made up 0.02% of Crewe Advisors's portfolio in Q1 2026, its #182 holding.
Crewe Advisors first reported a position in FlexShares International Quality Dividend Index Fund in Q3 2022 and has held it in 10 quarters since.
Crewe Advisors's FlexShares International Quality Dividend Index Fund position peaked at $387K in Q4 2025.
93 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.