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Synergy Asset Management’s FlexShares International Quality Dividend Dynamic Index Fund IQDY Stock Holding History

Synergy Asset Management’s Portfolio IQDY Stock Details IQDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.99M Buy
+70,048
New +$2.91M 0.28% 62

Other funds holding IQDY

HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Synergy Asset Management's IQDY Position: Q2 2026 in Review

Synergy Asset Management opened a new position in FlexShares International Quality Dividend Dynamic Index Fund (IQDY) in Q2 2026: 70,048 shares worth $2.99M. The stake represents 0.28% of the portfolio and ranks #62 among its holdings.

12 funds tracked by Wall St. Rank hold IQDY as of Q2 2026.

  • Synergy Asset Management held 70,048 shares of FlexShares International Quality Dividend Dynamic Index Fund worth $2.99M as of Q2 2026.
  • FlexShares International Quality Dividend Dynamic Index Fund was a new Synergy Asset Management position in Q2 2026.
  • FlexShares International Quality Dividend Dynamic Index Fund made up 0.28% of Synergy Asset Management's portfolio in Q2 2026, its #62 holding.
  • 12 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Dynamic Index Fund as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.