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Flexshares Tr intl qltdv idx shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Flexshares Tr intl qltdv idx (IQDF) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Flexshares Tr intl qltdv idx

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All positions including Flexshares Tr intl qltdv idx held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr intl qltdv idx by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $53k 1.8k 30.40

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Alphabet Cap Stk Cl A (GOOGL)
Coca-Cola Company (KO)
Wal-Mart Stores (WMT)

View all positions for A. Montag and Associates

Top funds holding Flexshares Tr intl qltdv idx

Northern Trust
Keybank National Association
Royal Bank of Canada
Bank of New York Mellon
UBS Group
Envestnet Asset Management
Sontag Advisory
Wells Fargo & Company
Creative Planning
Holcombe Financial
Hanson McClain Advisors
LPL Financial
Mml Investors Services
Dan Callahan
Hanlon Investment Management

View all funds holding Flexshares Tr intl qltdv idx