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Flexshares Tr qualt divd idx shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Flexshares Tr qualt divd idx (QDF) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Flexshares Tr qualt divd idx

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr qualt divd 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 qualt divd idx by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $430k 6.0k 71.71
2024-06-30 $399k 6.0k 66.51
2024-03-31 $396k 6.0k 65.91
2023-12-31 $270k 4.4k 61.53
2023-09-30 $244k 4.4k 55.78

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View all positions for EP Wealth Advisors

Top funds holding Flexshares Tr qualt divd idx

Northern Trust
Tiaa Trust, National Association
Keybank National Association
VeraBank
Carnick & Kubik
Bank of America Corporation
LPL Financial
Envestnet Asset Management
Morgan Stanley
Ledyard National Bank
Orion Portfolio Solutions
Bank of New York Mellon
Sontag Advisory
Bridges Investment Management
Wealth Enhancement Advisory Services

View all funds holding Flexshares Tr qualt divd idx