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IBEX Wealth Advisors’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

IBEX Wealth Advisors’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-426
Closed -$23K – 368
2021
Q3 		$23K Buy
+426
New +$23.4K ﹤0.01% 315

Other funds holding QDEF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Aspire Capital Advisors Seattle, Washington $444M AUM 16.47% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

IBEX Wealth Advisors's QDEF Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of FlexShares Quality Dividend Defensive Index Fund (QDEF) in Q4 2021, closing a stake of 426 shares — an estimated $23K sold.

IBEX Wealth Advisors first reported a position in QDEF in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 83 funds tracked by Wall St. Rank hold QDEF as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining FlexShares Quality Dividend Defensive Index Fund position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 426 FlexShares Quality Dividend Defensive Index Fund shares in Q4 2021, an estimated $23K.
  • IBEX Wealth Advisors first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's FlexShares Quality Dividend Defensive Index Fund position peaked at $23K in Q3 2021.
  • 83 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.