IFP Advisors’s FlexShares International Quality Dividend Defensive Index Fund IQDE Stock Holding History

IFP Advisors’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
2018 Q4	–	Sell	-2,173	Closed	-$50K	–	3911
2018 Q3	$50K	Hold	2,173	–	–	﹤0.01%	1902
2018 Q2	$50K	Sell	2,173 -665	-23%	-$16.3K	﹤0.01%	1916
2018 Q1	$72K	Hold	2,838	–	–	﹤0.01%	1588
2017 Q4	$72K	Hold	2,838	–	–	﹤0.01%	1600
2017 Q3	$71K	Hold	2,838	–	–	﹤0.01%	1775
2017 Q2	$69K	Buy	2,838 +215	+8%	+$5.19K	﹤0.01%	1759
2017 Q1	$62K	Buy	2,623 +1,958	+294%	+$44.6K	﹤0.01%	1801
2016 Q4	$14K	Buy	+665	New	+$14.6K	﹤0.01%	2717

Other funds holding IQDE

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

IFP Advisors's IQDE Position: Q4 2018 in Review

IFP Advisors sold out of FlexShares International Quality Dividend Defensive Index Fund (IQDE) in Q4 2018, closing a stake of 2,173 shares — an estimated $50K sold.

IFP Advisors first reported a position in IQDE in Q4 2016 and held it in 8 quarters. The position peaked at $72K in Q1 2018. 11 funds tracked by Wall St. Rank hold IQDE as of Q4 2018.

IFP Advisors reported no remaining FlexShares International Quality Dividend Defensive Index Fund position as of Q4 2018 after selling out during the quarter.
IFP Advisors sold 2,173 FlexShares International Quality Dividend Defensive Index Fund shares in Q4 2018, an estimated $50K.
IFP Advisors first reported a position in FlexShares International Quality Dividend Defensive Index Fund in Q4 2016 and held it in 8 quarters.
IFP Advisors's FlexShares International Quality Dividend Defensive Index Fund position peaked at $72K in Q1 2018.
11 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Defensive Index Fund as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.