Wealthspire Advisors (New York)’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Wealthspire Advisors (New York)’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
2026 Q1	$11.6M	Sell	367,079 -31	-0%	-$1K	0.09%	105
2025 Q4	$11.2M	Buy	367,110 +293	+0.1%	+$8.61K	0.09%	109
2025 Q3	$10.5M	Buy	366,817 +3,946	+1%	+$111K	0.05%	111
2025 Q2	$9.83M	Buy	362,871 +23,729	+7%	+$613K	0.06%	115
2025 Q1	$8.45M	Buy	339,142 +32,712	+11%	+$802K	0.05%	127
2024 Q4	$7.13M	Buy	306,430 +10,798	+4%	+$270K	0.07%	126
2024 Q3	$7.77M	Buy	295,632 +56	+0%	+$1.41K	0.08%	122
2024 Q2	$7.35M	Buy	295,576 +4,644	+2%	+$115K	0.09%	94
2024 Q1	$7.01M	Sell	290,932 -5,721	-2%	-$134K	0.09%	97
2023 Q4	$6.91M	Sell	296,653 -25,403	-8%	-$556K	0.1%	94
2023 Q3	$6.86M	Sell	322,056 -788,149	-71%	-$17.4M	0.11%	88
2023 Q2	$24.6M	Buy	1,110,205 +53,413	+5%	+$1.2M	0.4%	39
2023 Q1	$23.3M	Buy	1,056,792 +5,802	+0.6%	+$127K	0.4%	40
2022 Q4	$21.7M	Buy	1,050,990 +51,875	+5%	+$1.02M	0.39%	42
2022 Q3	$17.8M	Sell	999,115 -20,618	-2%	-$413K	0.37%	45
2022 Q2	$20.8M	Buy	+1,019,733	New	+$22.8M	0.44%	40
2021 Q4	–	Sell	-887,704	Closed	-$22.4M	–	579
2021 Q3	$22.4M	Buy	+887,704	New	+$23.4M	0.46%	35

Other funds holding IQDF

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthspire Advisors (New York)'s IQDF Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its FlexShares International Quality Dividend Index Fund (IQDF) stake by 0.01% in Q1 2026, selling an estimated $1K and leaving 367,079 shares worth $11.6M. The position accounts for 0.09% of the portfolio, ranked #105.

Wealthspire Advisors (New York) first reported a position in IQDF in Q3 2021 and has held it in 17 quarters since. The position peaked at $24.6M in Q2 2023. 93 funds tracked by Wall St. Rank hold IQDF as of Q1 2026.

Wealthspire Advisors (New York) held 367,079 shares of FlexShares International Quality Dividend Index Fund worth $11.6M as of Q1 2026.
Wealthspire Advisors (New York) sold 31 FlexShares International Quality Dividend Index Fund shares in Q1 2026, an estimated $1K.
FlexShares International Quality Dividend Index Fund made up 0.09% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #105 holding.
Wealthspire Advisors (New York) first reported a position in FlexShares International Quality Dividend Index Fund in Q3 2021 and has held it in 17 quarters since.
Wealthspire Advisors (New York)'s FlexShares International Quality Dividend Index Fund position peaked at $24.6M in Q2 2023.
93 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.