Regal Investment Advisors’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Regal Investment 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
2026 Q1	–	Sell	-18,627	Closed	-$566K	–	668
2025 Q4	$566K	Buy	18,627 +1,371	+8%	+$40.3K	0.03%	393
2025 Q3	$492K	Buy	17,256 +1,011	+6%	+$28.3K	0.03%	379
2025 Q2	$440K	Sell	16,245 -1,896	-10%	-$49K	0.03%	354
2025 Q1	$452K	Buy	+18,141	New	+$445K	0.04%	340
2015 Q4	–	Sell	-562	Closed	-$11K	–	574
2015 Q3	$11K	Buy	+562	New	+$13.1K	﹤0.01%	673

Other funds holding IQDF

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Regal Investment Advisors's IQDF Position: Q1 2026 in Review

Regal Investment Advisors sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q1 2026, closing a stake of 18,627 shares — an estimated $566K sold.

Regal Investment Advisors first reported a position in IQDF in Q3 2015 and held it in 5 quarters. The position peaked at $566K in Q4 2025. 93 funds tracked by Wall St. Rank hold IQDF as of Q1 2026.

Regal Investment Advisors reported no remaining FlexShares International Quality Dividend Index Fund position as of Q1 2026 after selling out during the quarter.
Regal Investment Advisors sold 18,627 FlexShares International Quality Dividend Index Fund shares in Q1 2026, an estimated $566K.
Regal Investment Advisors first reported a position in FlexShares International Quality Dividend Index Fund in Q3 2015 and held it in 5 quarters.
Regal Investment Advisors's FlexShares International Quality Dividend Index Fund position peaked at $566K in Q4 2025.
93 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.