Key Client Fiduciary Advisors’s FlexShares International Quality Dividend Dynamic Index Fund IQDY Stock Holding History

Key Client Fiduciary 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
2022 Q2	–	Sell	-8,768	Closed	-$251K	–	119
2022 Q1	$251K	Sell	8,768 -1,084	-11%	-$31.9K	0.2%	106
2021 Q4	$299K	Buy	+9,852	New	+$298K	0.25%	95

Other funds holding IQDY

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Key Client Fiduciary Advisors's IQDY Position: Q2 2022 in Review

Key Client Fiduciary Advisors sold out of FlexShares International Quality Dividend Dynamic Index Fund (IQDY) in Q2 2022, closing a stake of 8,768 shares — an estimated $251K sold.

Key Client Fiduciary Advisors first reported a position in IQDY in Q4 2021 and held it in 2 quarters. The position peaked at $299K in Q4 2021. 30 funds tracked by Wall St. Rank hold IQDY as of Q2 2022.

Key Client Fiduciary Advisors reported no remaining FlexShares International Quality Dividend Dynamic Index Fund position as of Q2 2022 after selling out during the quarter.
Key Client Fiduciary Advisors sold 8,768 FlexShares International Quality Dividend Dynamic Index Fund shares in Q2 2022, an estimated $251K.
Key Client Fiduciary Advisors first reported a position in FlexShares International Quality Dividend Dynamic Index Fund in Q4 2021 and held it in 2 quarters.
Key Client Fiduciary Advisors's FlexShares International Quality Dividend Dynamic Index Fund position peaked at $299K in Q4 2021.
30 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Dynamic Index Fund as of Q2 2022.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.