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

Liberty 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
2021 Q4	–	Sell	-2,242	Closed	-$57K	–	623
2021 Q3	$57K	Hold	2,242	–	–	0.02%	394
2021 Q2	$60K	Hold	2,242	–	–	0.02%	285
2021 Q1	$55K	Hold	2,242	–	–	0.03%	266
2020 Q4	$55K	Hold	2,242	–	–	0.03%	264
2020 Q3	$46K	Hold	2,242	–	–	0.03%	242
2020 Q2	$45K	Sell	2,242 -567	-20%	-$10.9K	0.03%	233
2020 Q1	$50K	Buy	2,809 +567	+25%	+$12.5K	0.04%	212
2019 Q4	$54K	Hold	2,242	–	–	0.04%	231
2019 Q3	$50K	Buy	+2,242	New	+$50.2K	0.05%	229

Other funds holding IQDF

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

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

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

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Liberty Wealth Management's IQDF Position: Q4 2021 in Review

Liberty Wealth Management sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q4 2021, closing a stake of 2,242 shares — an estimated $57K sold.

Liberty Wealth Management first reported a position in IQDF in Q3 2019 and held it in 9 quarters. The position peaked at $60K in Q2 2021. 70 funds tracked by Wall St. Rank hold IQDF as of Q4 2021.

Liberty Wealth Management reported no remaining FlexShares International Quality Dividend Index Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 2,242 FlexShares International Quality Dividend Index Fund shares in Q4 2021, an estimated $57K.
Liberty Wealth Management first reported a position in FlexShares International Quality Dividend Index Fund in Q3 2019 and held it in 9 quarters.
Liberty Wealth Management's FlexShares International Quality Dividend Index Fund position peaked at $60K in Q2 2021.
70 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.