WIA
IQDF icon

Wealthstreet Investment Advisors’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Wealthstreet Investment Advisors’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
2020
Q1 		– Sell
-14,295
Closed -$347K – 324
2019
Q4 		$347K Hold
14,295
– – 0.04% 270
2019
Q3 		$330K Sell
14,295
-2,900
-17% -$65K 0.04% 267
2019
Q2 		$396K Buy
17,195
+880
+5% +$20.3K 0.05% 249
2019
Q1 		$377K Sell
16,315
-1,550
-9% -$35.3K 0.05% 255
2018
Q4 		$401K Sell
17,865
-11,500
-39% -$257K 0.06% 237
2018
Q3 		$706K Buy
29,365
+4,520
+18% +$110K 0.09% 199
2018
Q2 		$604K Sell
24,845
-300
-1% -$7.75K 0.08% 214
2018
Q1 		$662K Buy
25,145
+4,745
+23% +$129K 0.08% 201
2017
Q4 		$547K Buy
+20,400
New +$538K 0.07% 223

Other funds holding IQDF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
SAM
Shone Asset Management Walnut Creek, California $129M AUM 18.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return