Steward Partners Investment Advisory’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Steward Partners Investment Advisory’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
2023 Q1	–	Sell	-2,900	Closed	-$59.8K	–	3366
2022 Q4	$59.8K	Buy	+2,900	New	+$57K	﹤0.01%	1761
2021 Q2	–	Sell	-1,397	Closed	-$35.9K	–	7247
2021 Q1	$35.9K	Buy	+1,397	New	+$35.3K	﹤0.01%	2164

Other funds holding IQDF

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Steward Partners Investment Advisory's IQDF Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q1 2023, closing a stake of 2,900 shares — an estimated $59.8K sold.

Steward Partners Investment Advisory first reported a position in IQDF in Q1 2021 and held it in 2 quarters. The position peaked at $59.8K in Q4 2022. 55 funds tracked by Wall St. Rank hold IQDF as of Q1 2023.

Steward Partners Investment Advisory reported no remaining FlexShares International Quality Dividend Index Fund position as of Q1 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,900 FlexShares International Quality Dividend Index Fund shares in Q1 2023, an estimated $59.8K.
Steward Partners Investment Advisory first reported a position in FlexShares International Quality Dividend Index Fund in Q1 2021 and held it in 2 quarters.
Steward Partners Investment Advisory's FlexShares International Quality Dividend Index Fund position peaked at $59.8K in Q4 2022.
55 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.