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

Financial Gravity Companies’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
2018 Q4	$15K	Buy	+637	New	+$14.2K	0.01%	515
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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

MIS

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Companies's IQDF Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in FlexShares International Quality Dividend Index Fund (IQDF) in Q4 2018: 637 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IQDF as recently as Q1 2018.

Financial Gravity Companies first reported a position in IQDF in Q1 2018 and has held it in 2 quarters since. The position peaked at $17K in Q1 2018. 73 funds tracked by Wall St. Rank hold IQDF as of Q4 2018.

Financial Gravity Companies held 637 shares of FlexShares International Quality Dividend Index Fund worth $15K as of Q4 2018.
FlexShares International Quality Dividend Index Fund was a new Financial Gravity Companies position in Q4 2018.
FlexShares International Quality Dividend Index Fund made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #515 holding.
Financial Gravity Companies first reported a position in FlexShares International Quality Dividend Index Fund in Q1 2018 and has held it in 2 quarters since.
Financial Gravity Companies's FlexShares International Quality Dividend Index Fund position peaked at $17K in Q1 2018.
73 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.