Kiley Juergens Wealth Management’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Kiley Juergens Wealth Management’s Portfolio IQDF Stock Details IQDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-303	Closed	-$7K	–	331
2018 Q3	$7K	Hold	303	–	–	0.01%	503
2018 Q2	$7K	Buy	+303	New	+$7.83K	0.01%	458
2018 Q1	–	Sell	-303	Closed	-$8K	–	330
2017 Q4	$8K	Buy	+303	New	+$7.99K	0.01%	489

Other funds holding IQDF

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Kiley Juergens Wealth Management's IQDF Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q4 2018, closing a stake of 303 shares — an estimated $7K sold.

Kiley Juergens Wealth Management first reported a position in IQDF in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q4 2017. 73 funds tracked by Wall St. Rank hold IQDF as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining FlexShares International Quality Dividend Index Fund position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 303 FlexShares International Quality Dividend Index Fund shares in Q4 2018, an estimated $7K.
Kiley Juergens Wealth Management first reported a position in FlexShares International Quality Dividend Index Fund in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's FlexShares International Quality Dividend Index Fund position peaked at $8K in Q4 2017.
73 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.