Bill Few Associates
IDEQ icon

Bill Few Associates’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Bill Few Associates’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 		$2.96M Buy
84,557
+10,336
+14% +$365K 0.61% 47
2026
Q2 		$2.6M Buy
74,221
+7,887
+12% +$272K 0.55% 45
2026
Q1 		$2.11M Buy
66,334
+55,427
+508% +$1.81M 0.5% 51
2025
Q4 		$331K Buy
+10,907
New +$319K 0.08% 145

Other funds holding IDEQ

Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Future Financial Wealth Management
Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
BIMC
Benson Investment Management Company Roanoke, Virginia $17.8M AUM 14.07% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Bill Few Associates's IDEQ Position: Q3 2026 in Review

Bill Few Associates increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 14% in Q3 2026, buying an estimated $365K and bringing the position to 84,557 shares worth $2.96M. The position accounts for 0.61% of the portfolio, ranked #47.

Bill Few Associates first reported a position in IDEQ in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold IDEQ as of Q3 2026.

  • Bill Few Associates held 84,557 shares of Lazard International Dynamic Equity ETF worth $2.96M as of Q3 2026.
  • Bill Few Associates bought 10,336 Lazard International Dynamic Equity ETF shares in Q3 2026, an estimated $365K.
  • Lazard International Dynamic Equity ETF made up 0.61% of Bill Few Associates's portfolio in Q3 2026, its #47 holding.
  • Bill Few Associates first reported a position in Lazard International Dynamic Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.