Winch Advisory Services’s FlexShares International Quality Dividend Index Fund IQDF Stock Holding History

Winch Advisory Services’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	$6.37K	Hold	201	–	–	﹤0.01%	352
2025 Q4	$6.11K	Hold	201	–	–	﹤0.01%	347
2025 Q3	$5.74K	Hold	201	–	–	﹤0.01%	348
2025 Q2	$5.45K	Hold	201	–	–	﹤0.01%	336
2025 Q1	$5.01K	Hold	201	–	–	﹤0.01%	337
2024 Q4	$4.68K	Buy	+201	New	+$5.02K	﹤0.01%	375

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

Winch Advisory Services's IQDF Position: Q1 2026 in Review

Winch Advisory Services held its FlexShares International Quality Dividend Index Fund (IQDF) position steady in Q1 2026 at 201 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Winch Advisory Services first reported a position in IQDF in Q4 2024 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold IQDF as of Q1 2026.

Winch Advisory Services held 201 shares of FlexShares International Quality Dividend Index Fund worth $6.37K as of Q1 2026.
Winch Advisory Services left its FlexShares International Quality Dividend Index Fund share count unchanged in Q1 2026.
FlexShares International Quality Dividend Index Fund made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #352 holding.
Winch Advisory Services first reported a position in FlexShares International Quality Dividend Index Fund in Q4 2024 and has held it in 6 quarters since.
93 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.