GSWM
IQDF icon

Golden State Wealth Management’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Golden State Wealth Management’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
2019
Q4 		– Sell
-459
Closed -$10K – 486
2019
Q3 		$10K Buy
459
+70
+18% +$1.57K ﹤0.01% 753
2019
Q2 		$8K Hold
389
– – ﹤0.01% 786
2019
Q1 		$9K Buy
+389
New +$8.85K ﹤0.01% 800

Other funds holding IQDF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Golden State Wealth Management's IQDF Position: Q4 2019 in Review

Golden State Wealth Management sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q4 2019, closing a stake of 459 shares — an estimated $10K sold.

Golden State Wealth Management first reported a position in IQDF in Q1 2019 and held it in 3 quarters. The position peaked at $10K in Q3 2019. 81 funds tracked by Wall St. Rank hold IQDF as of Q4 2019.

  • Golden State Wealth Management reported no remaining FlexShares International Quality Dividend Index Fund position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 459 FlexShares International Quality Dividend Index Fund shares in Q4 2019, an estimated $10K.
  • Golden State Wealth Management first reported a position in FlexShares International Quality Dividend Index Fund in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's FlexShares International Quality Dividend Index Fund position peaked at $10K in Q3 2019.
  • 81 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.