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EPG Wealth Management’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-195
Closed -$3K – 446
2020
Q1 		$3K Buy
195
+2
+1% +$44 ﹤0.01% 659
2019
Q4 		$5K Buy
+193
New +$4.48K ﹤0.01% 513

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
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
SAM
Shone Asset Management Walnut Creek, California $129M AUM 18.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EPG Wealth Management's IQDF Position: Q2 2020 in Review

EPG Wealth Management sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q2 2020, closing a stake of 195 shares — an estimated $3K sold.

EPG Wealth Management first reported a position in IQDF in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 62 funds tracked by Wall St. Rank hold IQDF as of Q2 2020.

  • EPG Wealth Management reported no remaining FlexShares International Quality Dividend Index Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 195 FlexShares International Quality Dividend Index Fund shares in Q2 2020, an estimated $3K.
  • EPG Wealth Management first reported a position in FlexShares International Quality Dividend Index Fund in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's FlexShares International Quality Dividend Index Fund position peaked at $5K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.