IAA
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Independent Advisor Alliance’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Independent Advisor Alliance’s Portfolio QDF Stock Details QDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-75,792
Closed -$3.67M – 749
2019
Q4 		$3.67M Buy
+75,792
New +$3.55M 0.16% 140

Other funds holding QDF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return
CWM
Confluence Wealth Management Portland, Oregon $204M AUM 12.23% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Independent Advisor Alliance's QDF Position: Q1 2020 in Review

Independent Advisor Alliance sold out of FlexShares Quality Dividend Index Fund (QDF) in Q1 2020, closing a stake of 75,792 shares — an estimated $3.67M sold.

Independent Advisor Alliance first reported a position in QDF in Q4 2019 and held it in 1 quarter. The position peaked at $3.67M in Q4 2019. 94 funds tracked by Wall St. Rank hold QDF as of Q1 2020.

  • Independent Advisor Alliance reported no remaining FlexShares Quality Dividend Index Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 75,792 FlexShares Quality Dividend Index Fund shares in Q1 2020, an estimated $3.67M.
  • Independent Advisor Alliance first reported a position in FlexShares Quality Dividend Index Fund in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's FlexShares Quality Dividend Index Fund position peaked at $3.67M in Q4 2019.
  • 94 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.