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Founders Financial Alliance’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-179
Closed -$4K – 838
2020
Q3 		$4K Buy
+179
New +$3.77K ﹤0.01% 1058

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
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
SAM
Shone Asset Management Walnut Creek, California $129M AUM 18.75% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Founders Financial Alliance's IQDF Position: Q4 2020 in Review

Founders Financial Alliance sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q4 2020, closing a stake of 179 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in IQDF in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 59 funds tracked by Wall St. Rank hold IQDF as of Q4 2020.

  • Founders Financial Alliance reported no remaining FlexShares International Quality Dividend Index Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 179 FlexShares International Quality Dividend Index Fund shares in Q4 2020, an estimated $4K.
  • Founders Financial Alliance first reported a position in FlexShares International Quality Dividend Index Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's FlexShares International Quality Dividend Index Fund position peaked at $4K in Q3 2020.
  • 59 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.