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Householder Group Estate & Retirement Specialist’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q2 		– Sell
-508
Closed -$12.2K – 1269
2024
Q1 		$12.2K Hold
508
– – ﹤0.01% 773
2023
Q4 		$11K Hold
508
– – ﹤0.01% 743
2023
Q3 		$10.8K Buy
+508
New +$11.2K ﹤0.01% 771
2023
Q1 		$11K Buy
+508
New +$11.1K ﹤0.01% 782
2022
Q4 		– Sell
-508
Closed -$9K – 700
2022
Q3 		$9K Buy
+508
New +$10.2K ﹤0.01% 749

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 $30.4B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IQDF Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q2 2024, closing a stake of 508 shares — an estimated $12.2K sold.

Householder Group Estate & Retirement Specialist first reported a position in IQDF in Q3 2022 and held it in 5 quarters. The position peaked at $12.2K in Q1 2024. 66 funds tracked by Wall St. Rank hold IQDF as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining FlexShares International Quality Dividend Index Fund position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 508 FlexShares International Quality Dividend Index Fund shares in Q2 2024, an estimated $12.2K.
  • Householder Group Estate & Retirement Specialist first reported a position in FlexShares International Quality Dividend Index Fund in Q3 2022 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's FlexShares International Quality Dividend Index Fund position peaked at $12.2K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.