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Flexshares Tr intl qltdv idx shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Flexshares Tr intl qltdv idx (IQDF) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Flexshares Tr intl qltdv idx

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr intl qltdv idx held by EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $217k 8.0k 27.10
2025-03-31 $328k 13k 24.93
2024-12-31 $881k 38k 23.27

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Microsoft Corporation (MSFT)
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Amazon (AMZN)
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View all positions for EP Wealth Advisors

Top funds holding Flexshares Tr intl qltdv idx

Northern Trust
Keybank National Association
Royal Bank of Canada
Morgan Stanley
Bank of New York Mellon
UBS Group
Envestnet Asset Management
Sontag Advisory
Creative Planning
Wells Fargo & Company
Hanson McClain Advisors
Umb Bank N A
Susquehanna International
LPL Financial
Dan Callahan

View all funds holding Flexshares Tr intl qltdv idx