EWA
IQDF icon

EP Wealth Advisors’s Northern Trust International Quality Dividend ETF IQDF Stock Holding History

EP Wealth 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
2025
Q2 		$217K Sell
8,008
-5,161
-39% -$133K ﹤0.01% 1208
2025
Q1 		$328K Sell
13,169
-24,687
-65% -$605K ﹤0.01% 871
2024
Q4 		$881K Buy
+37,856
New +$946K 0.01% 536

Other funds holding IQDF

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

EP Wealth Advisors's IQDF Position: Q2 2025 in Review

EP Wealth Advisors reduced its Northern Trust International Quality Dividend ETF (IQDF) stake by 39% in Q2 2025, selling an estimated $133K and leaving 8,008 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

EP Wealth Advisors first reported a position in IQDF in Q4 2024 and has held it in 3 quarters since. The position peaked at $881K in Q4 2024. 75 funds tracked by Wall St. Rank hold IQDF as of Q2 2025.

  • EP Wealth Advisors held 8,008 shares of Northern Trust International Quality Dividend ETF worth $217K as of Q2 2025.
  • EP Wealth Advisors sold 5,161 Northern Trust International Quality Dividend ETF shares in Q2 2025, an estimated $133K.
  • Northern Trust International Quality Dividend ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1208 holding.
  • EP Wealth Advisors first reported a position in Northern Trust International Quality Dividend ETF in Q4 2024 and has held it in 3 quarters since.
  • EP Wealth Advisors's Northern Trust International Quality Dividend ETF position peaked at $881K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Northern Trust International Quality Dividend ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.