Schneider Downs Wealth Management Advisors’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Schneider Downs Wealth Management 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
2020 Q4	–	Sell	-18,400	Closed	-$381K	–	100
2020 Q3	$381K	Hold	18,400	–	–	0.13%	55
2020 Q2	$370K	Hold	18,400	–	–	0.13%	53
2020 Q1	$326K	Buy	+18,400	New	+$405K	0.12%	58

Other funds holding IQDF

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

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

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

SAM

Shone Asset Management Walnut Creek, California $129M AUM 18.75% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's IQDF Position: Q4 2020 in Review

Schneider Downs Wealth Management Advisors sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q4 2020, closing a stake of 18,400 shares — an estimated $381K sold.

Schneider Downs Wealth Management Advisors first reported a position in IQDF in Q1 2020 and held it in 3 quarters. The position peaked at $381K in Q3 2020. 59 funds tracked by Wall St. Rank hold IQDF as of Q4 2020.

Schneider Downs Wealth Management Advisors reported no remaining FlexShares International Quality Dividend Index Fund position as of Q4 2020 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 18,400 FlexShares International Quality Dividend Index Fund shares in Q4 2020, an estimated $381K.
Schneider Downs Wealth Management Advisors first reported a position in FlexShares International Quality Dividend Index Fund in Q1 2020 and held it in 3 quarters.
Schneider Downs Wealth Management Advisors's FlexShares International Quality Dividend Index Fund position peaked at $381K in Q3 2020.
59 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q4 2020.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.