Global Retirement Partners’s FlexShares International Quality Dividend Defensive Index Fund IQDE Stock Holding History

Global Retirement Partners’s Portfolio IQDE Stock Details IQDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-130	Closed	-$3.02K	–	3802
2024 Q3	$3.02K	Buy	130 +1	+0.8%	+$22	﹤0.01%	2781
2024 Q2	$2.81K	Buy	129 +2	+2%	+$44	﹤0.01%	2841
2024 Q1	$2.73K	Hold	127	–	–	﹤0.01%	2626
2023 Q4	$2.6K	Buy	127 +2	+2%	+$40	﹤0.01%	2569
2023 Q3	$2.37K	Buy	125 +2	+2%	+$40	﹤0.01%	2474
2023 Q2	$2.47K	Buy	123 +3	+3%	+$61	﹤0.01%	2459
2023 Q1	$2.44K	Buy	+120	New	+$2.41K	﹤0.01%	2427

Other funds holding IQDE

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EFMC

Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Global Retirement Partners's IQDE Position: Q4 2024 in Review

Global Retirement Partners sold out of FlexShares International Quality Dividend Defensive Index Fund (IQDE) in Q4 2024, closing a stake of 130 shares — an estimated $3.02K sold.

Global Retirement Partners first reported a position in IQDE in Q1 2023 and held it in 7 quarters. The position peaked at $3.02K in Q3 2024. 14 funds tracked by Wall St. Rank hold IQDE as of Q4 2024.

Global Retirement Partners reported no remaining FlexShares International Quality Dividend Defensive Index Fund position as of Q4 2024 after selling out during the quarter.
Global Retirement Partners sold 130 FlexShares International Quality Dividend Defensive Index Fund shares in Q4 2024, an estimated $3.02K.
Global Retirement Partners first reported a position in FlexShares International Quality Dividend Defensive Index Fund in Q1 2023 and held it in 7 quarters.
Global Retirement Partners's FlexShares International Quality Dividend Defensive Index Fund position peaked at $3.02K in Q3 2024.
14 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Defensive Index Fund as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.