First Foundation Advisors’s FlexShares International Quality Dividend Index Fund 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 $757B AUM 28.64% 1-Year Est. Return

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

First Foundation Advisors sold out of FlexShares International Quality Dividend Index Fund (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 FlexShares International Quality Dividend Index Fund position as of Q3 2022 after selling out during the quarter.
First Foundation Advisors sold 15,620 FlexShares International Quality Dividend Index Fund shares in Q3 2022, an estimated $319K.
First Foundation Advisors first reported a position in FlexShares International Quality Dividend Index Fund in Q4 2020 and held it in 7 quarters.
First Foundation Advisors's FlexShares International Quality Dividend Index Fund position peaked at $2.44M in Q4 2020.
56 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q3 2022.

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