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Turning Point Benefit Group’s FlexShares International Quality Dividend Dynamic Index Fund IQDY Stock Holding History

Turning Point Benefit Group’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
Q1 		– Sell
-45
Closed -$1.65K – 440
2025
Q4 		$1.65K Sell
45
-7
-13% -$247 ﹤0.01% 473
2025
Q3 		$1.77K Buy
+52
New +$1.73K ﹤0.01% 318

Other funds holding IQDY

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Turning Point Benefit Group's IQDY Position: Q1 2026 in Review

Turning Point Benefit Group sold out of FlexShares International Quality Dividend Dynamic Index Fund (IQDY) in Q1 2026, closing a stake of 45 shares — an estimated $1.65K sold.

Turning Point Benefit Group first reported a position in IQDY in Q3 2025 and held it in 2 quarters. The position peaked at $1.77K in Q3 2025. 35 funds tracked by Wall St. Rank hold IQDY as of Q1 2026.

  • Turning Point Benefit Group reported no remaining FlexShares International Quality Dividend Dynamic Index Fund position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 45 FlexShares International Quality Dividend Dynamic Index Fund shares in Q1 2026, an estimated $1.65K.
  • Turning Point Benefit Group first reported a position in FlexShares International Quality Dividend Dynamic Index Fund in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's FlexShares International Quality Dividend Dynamic Index Fund position peaked at $1.77K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Dynamic Index Fund as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.