Trust Company of Vermont’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Trust Company of Vermont’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 Q2	–	Sell	-400	Closed	-$8.83K	–	871
2023 Q1	$8.83K	Buy	+400	New	+$8.76K	﹤0.01%	722
2020 Q3	–	Sell	-800	Closed	-$16K	–	768
2020 Q2	$16K	Buy	+800	New	+$15.4K	﹤0.01%	562

Other funds holding IQDF

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $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

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

Trust Company of Vermont's IQDF Position: Q2 2023 in Review

Trust Company of Vermont sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q2 2023, closing a stake of 400 shares — an estimated $8.83K sold.

Trust Company of Vermont first reported a position in IQDF in Q2 2020 and held it in 2 quarters. The position peaked at $16K in Q2 2020. 54 funds tracked by Wall St. Rank hold IQDF as of Q2 2023.

Trust Company of Vermont reported no remaining FlexShares International Quality Dividend Index Fund position as of Q2 2023 after selling out during the quarter.
Trust Company of Vermont sold 400 FlexShares International Quality Dividend Index Fund shares in Q2 2023, an estimated $8.83K.
Trust Company of Vermont first reported a position in FlexShares International Quality Dividend Index Fund in Q2 2020 and held it in 2 quarters.
Trust Company of Vermont's FlexShares International Quality Dividend Index Fund position peaked at $16K in Q2 2020.
54 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q2 2023.

Based on Trust Company of Vermont's 13F filing for Q2 2023, filed 17 Jul 2023.