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Baker Tilly Wealth Management’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Baker Tilly Wealth Management’s Portfolio IDEQ Stock Details IDEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.1M Buy
287,189
+124,087
+76% +$4.38M 1.97% 12
2026
Q2 		$5.72M Buy
163,102
+131,598
+418% +$4.54M 1.22% 19
2026
Q1 		$1M Buy
+31,504
New +$1.03M 0.24% 80

Other funds holding IDEQ

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

Baker Tilly Wealth Management's IDEQ Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 76% in Q3 2026, buying an estimated $4.38M and bringing the position to 287,189 shares worth $10.1M. The position accounts for 1.97% of the portfolio, ranked #12.

Baker Tilly Wealth Management first reported a position in IDEQ in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold IDEQ as of Q3 2026.

  • Baker Tilly Wealth Management held 287,189 shares of Lazard International Dynamic Equity ETF worth $10.1M as of Q3 2026.
  • Baker Tilly Wealth Management bought 124,087 Lazard International Dynamic Equity ETF shares in Q3 2026, an estimated $4.38M.
  • Lazard International Dynamic Equity ETF made up 1.97% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Baker Tilly Wealth Management first reported a position in Lazard International Dynamic Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.