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Meridian Wealth Advisors’s FlexShares International Quality Dividend Index Fund 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 $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Meridian Wealth Advisors sold out of FlexShares International Quality Dividend Index Fund (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 FlexShares International Quality Dividend Index Fund position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 68 FlexShares International Quality Dividend Index Fund shares in Q1 2019, an estimated $1K.
  • Meridian Wealth Advisors first reported a position in FlexShares International Quality Dividend Index Fund in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's FlexShares International Quality Dividend Index Fund position peaked at $1K in Q4 2018.
  • 68 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q1 2019.

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