IWA
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Intercontinental Wealth Advisors’s FlexShares International Quality Dividend Dynamic Index Fund IQDY Stock Holding History

Intercontinental Wealth Advisors’s Portfolio IQDY Stock Details IQDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-305
Closed -$8K – 231
2019
Q4 		$8K Hold
305
– – 0.01% 291
2019
Q3 		$7K Hold
305
– – ﹤0.01% 369
2019
Q2 		$7K Hold
305
– – ﹤0.01% 346
2019
Q1 		$8K Hold
305
– – ﹤0.01% 368
2018
Q4 		$7K Buy
+305
New +$7.13K ﹤0.01% 378

Other funds holding IQDY

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Jane Street
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
DI
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Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return