Spire Wealth Management’s Northern Trust International Quality Dividend ETF 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 $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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Spire Wealth Management sold out of Northern Trust International Quality Dividend ETF (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 Northern Trust International Quality Dividend ETF position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 1,369 Northern Trust International Quality Dividend ETF shares in Q2 2022, an estimated $33K.
Spire Wealth Management first reported a position in Northern Trust International Quality Dividend ETF in Q2 2021 and held it in 4 quarters.
Spire Wealth Management's Northern Trust International Quality Dividend ETF position peaked at $73K in Q2 2021.
59 funds tracked by Wall St. Rank held Northern Trust International Quality Dividend ETF as of Q2 2022.

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