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EP Wealth Advisors’s FlexShares International Quality Dividend Index Fund 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 $757B AUM 28.64% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

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

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

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