Spire Wealth Management’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Spire Wealth Management’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
2022 Q2	–	Sell	-1,369	Closed	-$33K	–	2752
2022 Q1	$33K	Hold	1,369	–	–	﹤0.01%	1612
2021 Q4	$35K	Sell	1,369 -1,369	-50%	-$35.1K	﹤0.01%	1888
2021 Q3	$69K	Hold	2,738	–	–	﹤0.01%	1344
2021 Q2	$73K	Buy	+2,738	New	+$73.2K	﹤0.01%	1324

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Spire Wealth Management's IQDF Position: Q2 2022 in Review

Spire Wealth Management sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q2 2022, closing a stake of 1,369 shares — an estimated $33K sold.

Spire Wealth Management first reported a position in IQDF in Q2 2021 and held it in 4 quarters. The position peaked at $73K in Q2 2021. 59 funds tracked by Wall St. Rank hold IQDF as of Q2 2022.

Spire Wealth Management reported no remaining FlexShares International Quality Dividend Index Fund position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 1,369 FlexShares International Quality Dividend Index Fund shares in Q2 2022, an estimated $33K.
Spire Wealth Management first reported a position in FlexShares International Quality Dividend Index Fund in Q2 2021 and held it in 4 quarters.
Spire Wealth Management's FlexShares International Quality Dividend Index Fund position peaked at $73K in Q2 2021.
59 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.