Financial Gravity Asset Management’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Financial Gravity Asset 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
2019 Q4	–	Sell	-637	Closed	-$14K	–	1551
2019 Q3	$14K	Hold	637	–	–	0.01%	532
2019 Q2	$15K	Hold	637	–	–	0.01%	516
2019 Q1	$15K	Buy	+637	New	+$14.5K	0.01%	481
2018 Q3	$14K	Hold	637	–	–	0.01%	522
2018 Q2	$15K	Hold	637	–	–	0.01%	513
2018 Q1	$17K	Buy	+637	New	+$17.3K	0.02%	517

Other funds holding IQDF

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Financial Gravity Asset Management's IQDF Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q4 2019, closing a stake of 637 shares — an estimated $14K sold.

Financial Gravity Asset Management first reported a position in IQDF in Q1 2018 and held it in 6 quarters. The position peaked at $17K in Q1 2018. 81 funds tracked by Wall St. Rank hold IQDF as of Q4 2019.

Financial Gravity Asset Management reported no remaining FlexShares International Quality Dividend Index Fund position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 637 FlexShares International Quality Dividend Index Fund shares in Q4 2019, an estimated $14K.
Financial Gravity Asset Management first reported a position in FlexShares International Quality Dividend Index Fund in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's FlexShares International Quality Dividend Index Fund position peaked at $17K in Q1 2018.
81 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.