Schneider Downs Wealth Management Advisors’s Northern Trust International Quality Dividend ETF 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 $860B AUM 41.15% 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 $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LWA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

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

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Schneider Downs Wealth Management Advisors sold out of Northern Trust International Quality Dividend ETF (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 Northern Trust International Quality Dividend ETF position as of Q4 2020 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 18,400 Northern Trust International Quality Dividend ETF shares in Q4 2020, an estimated $381K.
Schneider Downs Wealth Management Advisors first reported a position in Northern Trust International Quality Dividend ETF in Q1 2020 and held it in 3 quarters.
Schneider Downs Wealth Management Advisors's Northern Trust International Quality Dividend ETF position peaked at $381K in Q3 2020.
59 funds tracked by Wall St. Rank held Northern Trust International Quality Dividend ETF as of Q4 2020.

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