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Live Oak Private Wealth’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Live Oak Private Wealth’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
2026
Q1 		$281K Hold
8,857
– – 0.04% 174
2025
Q4 		$269K Hold
8,857
– – 0.04% 172
2025
Q3 		$253K Buy
+8,857
New +$248K 0.04% 172

Other funds holding IQDF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Live Oak Private Wealth's IQDF Position: Q1 2026 in Review

Live Oak Private Wealth held its FlexShares International Quality Dividend Index Fund (IQDF) position steady in Q1 2026 at 8,857 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #174.

Live Oak Private Wealth first reported a position in IQDF in Q3 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold IQDF as of Q1 2026.

  • Live Oak Private Wealth held 8,857 shares of FlexShares International Quality Dividend Index Fund worth $281K as of Q1 2026.
  • Live Oak Private Wealth left its FlexShares International Quality Dividend Index Fund share count unchanged in Q1 2026.
  • FlexShares International Quality Dividend Index Fund made up 0.04% of Live Oak Private Wealth's portfolio in Q1 2026, its #174 holding.
  • Live Oak Private Wealth first reported a position in FlexShares International Quality Dividend Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.