EP Wealth Advisors’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

EP Wealth Advisors’s Portfolio QDF Stock Details QDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$596K	Sell
2025 Q1	$673K	Sell
2024 Q4	$1.43M	Buy
2024 Q3	$430K	Hold
2024 Q2	$399K	Hold
2024 Q1	$395K	Buy
2023 Q4	$270K	Hold
2023 Q3	$244K	Buy