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Money Concepts Capital’s FlexShares International Quality Dividend Dynamic Index Fund IQDY Stock Holding History

Money Concepts Capital’s Portfolio IQDY Stock Details IQDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-35,481
Closed -$981K – 426
2024
Q4 		$981K Sell
35,481
-489
-1% -$14.4K 0.07% 216
2024
Q3 		$1.12M Buy
35,970
+653
+2% +$19.4K 0.09% 198
2024
Q2 		$1.03M Sell
35,317
-13,482
-28% -$395K 0.09% 198
2024
Q1 		$1.41M Sell
48,799
-4,509
-8% -$126K 0.13% 182
2023
Q4 		$1.49M Buy
53,308
+518
+1% +$13.5K 0.14% 172
2023
Q3 		$1.33M Buy
52,790
+1,613
+3% +$42.4K 0.14% 170
2023
Q2 		$1.35M Sell
51,177
-400,306
-89% -$10.6M 0.14% 171
2023
Q1 		$32M Buy
+451,483
New +$11.7M 1.79% 10

Other funds holding IQDY

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
HA
Herold Advisors New York $455M AUM 22.2% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return