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Meridian Wealth Advisors’s Northern Trust International Quality Dividend ETF IQDF Stock Holding History

Meridian Wealth Advisors’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
2019
Q1 		– Sell
-68
Closed -$1K – 259
2018
Q4 		$1K Buy
+68
New +$1.52K ﹤0.01% 450

Other funds holding IQDF

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Meridian Wealth Advisors's IQDF Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Northern Trust International Quality Dividend ETF (IQDF) in Q1 2019, closing a stake of 68 shares — an estimated $1K sold.

Meridian Wealth Advisors first reported a position in IQDF in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 68 funds tracked by Wall St. Rank hold IQDF as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Northern Trust International Quality Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 68 Northern Trust International Quality Dividend ETF shares in Q1 2019, an estimated $1K.
  • Meridian Wealth Advisors first reported a position in Northern Trust International Quality Dividend ETF in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Northern Trust International Quality Dividend ETF position peaked at $1K in Q4 2018.
  • 68 funds tracked by Wall St. Rank held Northern Trust International Quality Dividend ETF as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.