Key Client Fiduciary Advisors’s Northern Trust International Quality Dividend Dynamic ETF 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 $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 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 $2.59B AUM 31.63% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 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 $3.06B AUM 26.31% 1-Year Est. Return

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

Key Client Fiduciary Advisors sold out of Northern Trust International Quality Dividend Dynamic ETF (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 Northern Trust International Quality Dividend Dynamic ETF position as of Q2 2022 after selling out during the quarter.
Key Client Fiduciary Advisors sold 8,768 Northern Trust International Quality Dividend Dynamic ETF shares in Q2 2022, an estimated $251K.
Key Client Fiduciary Advisors first reported a position in Northern Trust International Quality Dividend Dynamic ETF in Q4 2021 and held it in 2 quarters.
Key Client Fiduciary Advisors's Northern Trust International Quality Dividend Dynamic ETF position peaked at $299K in Q4 2021.
30 funds tracked by Wall St. Rank held Northern Trust International Quality Dividend Dynamic ETF as of Q2 2022.

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