First Foundation Advisors’s Northern Trust International Quality Dividend ETF IQDF Stock Holding History

First Foundation 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
2022 Q3	–	Sell	-15,620	Closed	-$319K	–	400
2022 Q2	$319K	Hold	15,620	–	–	0.01%	299
2022 Q1	$373K	Hold	15,620	–	–	0.01%	304
2021 Q4	$399K	Hold	15,620	–	–	0.01%	301
2021 Q3	$394K	Hold	15,620	–	–	0.01%	314
2021 Q2	$415K	Hold	15,620	–	–	0.02%	312
2021 Q1	$401K	Sell	15,620 -85,250	-85%	-$2.15M	0.02%	299
2020 Q4	$2.44M	Buy	+100,870	New	+$2.25M	0.11%	117

Other funds holding IQDF

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

First Foundation Advisors's IQDF Position: Q3 2022 in Review

First Foundation Advisors sold out of Northern Trust International Quality Dividend ETF (IQDF) in Q3 2022, closing a stake of 15,620 shares — an estimated $319K sold.

First Foundation Advisors first reported a position in IQDF in Q4 2020 and held it in 7 quarters. The position peaked at $2.44M in Q4 2020. 56 funds tracked by Wall St. Rank hold IQDF as of Q3 2022.

First Foundation Advisors reported no remaining Northern Trust International Quality Dividend ETF position as of Q3 2022 after selling out during the quarter.
First Foundation Advisors sold 15,620 Northern Trust International Quality Dividend ETF shares in Q3 2022, an estimated $319K.
First Foundation Advisors first reported a position in Northern Trust International Quality Dividend ETF in Q4 2020 and held it in 7 quarters.
First Foundation Advisors's Northern Trust International Quality Dividend ETF position peaked at $2.44M in Q4 2020.
56 funds tracked by Wall St. Rank held Northern Trust International Quality Dividend ETF as of Q3 2022.

Based on First Foundation Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.