IQDF — FLEXSHARES TR

Ownership history in SIMON QUICK ADVISORS, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in FLEXSHARES TR (IQDF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q3)
Avg. % of fund
0.02%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 19,461 -1,639 -7.8% 0.03% $555K $28.31
2025 Q2 INITIATED 21,100 — — 0.02% $572K $26.62
% of Fund (quarterly)    IQDF price (monthly, adj. close)

Other funds also holding IQDF

As of 2025 Q4 — sorted by position size

VestGen Investment Management 3Y 7Y 1.73% FIRST FINANCIAL CORP /IN/ 3Y 7Y 1.2% Red Tortoise LLC 3Y 0.61% WealthPoint Financial, LLC 0.36% KEYBANK NATIONAL ASSOCIATION/OH 3Y 7Y 0.31% Anson Capital, Inc. 3Y 0.24% Quartz Partners, LLC 0.17% ABSOLUTE CAPITAL MANAGEMENT, LLC 3Y 0.1% Atlantic Private Wealth, LLC 3Y 0.1% Wealthspire Advisors, LLC 3Y 7Y 0.09%
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