LifePlan Financial Group’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

LifePlan Financial Group’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
2020 Q3	$28K	Hold	1,335	–	–	0.01%	305
2020 Q2	$27K	Hold	1,335	–	–	0.01%	302
2020 Q1	$24K	Hold	1,335	–	–	0.01%	290
2019 Q4	$32K	Hold	1,335	–	–	0.01%	294
2019 Q3	$30K	Sell	1,335 -250	-16%	-$5.6K	0.01%	295
2019 Q2	$36K	Hold	1,585	–	–	0.02%	280
2019 Q1	$37K	Hold	1,585	–	–	0.02%	278
2018 Q4	$33K	Hold	1,585	–	–	0.02%	278
2018 Q3	$38K	Hold	1,585	–	–	0.02%	273
2018 Q2	$39K	Hold	1,585	–	–	0.02%	265
2018 Q1	$42K	Buy	+1,585	New	+$43K	0.02%	247

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

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

LWA

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

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

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

SAM

Shone Asset Management Walnut Creek, California $129M AUM 18.75% 1-Year Est. Return

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

LifePlan Financial Group's IQDF Position: Q3 2020 in Review

LifePlan Financial Group held its FlexShares International Quality Dividend Index Fund (IQDF) position steady in Q3 2020 at 1,335 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #305.

LifePlan Financial Group first reported a position in IQDF in Q1 2018 and has held it in 11 quarters since. The position peaked at $42K in Q1 2018. 57 funds tracked by Wall St. Rank hold IQDF as of Q3 2020.

LifePlan Financial Group held 1,335 shares of FlexShares International Quality Dividend Index Fund worth $28K as of Q3 2020.
LifePlan Financial Group left its FlexShares International Quality Dividend Index Fund share count unchanged in Q3 2020.
FlexShares International Quality Dividend Index Fund made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #305 holding.
LifePlan Financial Group first reported a position in FlexShares International Quality Dividend Index Fund in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's FlexShares International Quality Dividend Index Fund position peaked at $42K in Q1 2018.
57 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.