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Blue Trust Inc’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

Blue Trust Inc’s Portfolio IQSU Stock Details IQSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,950
Closed -$73K – 2461
2023
Q4 		$73K Buy
+1,950
New +$76.4K ﹤0.01% 804

Other funds holding IQSU

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New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Blue Trust Inc's IQSU Position: Q1 2024 in Review

Blue Trust Inc sold out of IQ Candriam US Large Cap Equity ETF (IQSU) in Q1 2024, closing a stake of 1,950 shares — an estimated $73K sold.

Blue Trust Inc first reported a position in IQSU in Q4 2023 and held it in 1 quarter. The position peaked at $73K in Q4 2023. 23 funds tracked by Wall St. Rank hold IQSU as of Q1 2024.

  • Blue Trust Inc reported no remaining IQ Candriam US Large Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 1,950 IQ Candriam US Large Cap Equity ETF shares in Q1 2024, an estimated $73K.
  • Blue Trust Inc first reported a position in IQ Candriam US Large Cap Equity ETF in Q4 2023 and held it in 1 quarter.
  • Blue Trust Inc's IQ Candriam US Large Cap Equity ETF position peaked at $73K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.