Boston Financial Management’s IQ Candriam International Equity ETF IQSI Stock Holding History

Boston Financial Management’s Portfolio IQSI Stock Details IQSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$477K	Sell	16,717 -700	-4%	-$20.8K	0.01%	245
2024 Q3	$547K	Sell	17,417 -2,495	-13%	-$75.7K	0.02%	232
2024 Q2	$585K	Sell	19,912 -1,075	-5%	-$31.8K	0.02%	226
2024 Q1	$627K	Sell	20,987 -20	-0.1%	-$576	0.02%	231
2023 Q4	$587K	Sell	21,007 -1,409	-6%	-$37.1K	0.02%	227
2023 Q3	$577K	Buy	22,416 +1,073	+5%	+$28.8K	0.02%	217
2023 Q2	$580K	Buy	21,343 +2,265	+12%	+$61.5K	0.02%	226
2023 Q1	$507K	Buy	19,078 +5,665	+42%	+$148K	0.02%	226
2022 Q4	$333K	Buy	13,413 +2,280	+20%	+$53.9K	0.01%	259
2022 Q3	$234K	Buy	11,133 +610	+6%	+$14.4K	0.01%	280
2022 Q2	$248K	Buy	+10,523	New	+$270K	0.01%	265

Other funds holding IQSI

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Boston Financial Management's IQSI Position: Q4 2024 in Review

Boston Financial Management reduced its IQ Candriam International Equity ETF (IQSI) stake by 4% in Q4 2024, selling an estimated $20.8K and leaving 16,717 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #245.

Boston Financial Management first reported a position in IQSI in Q2 2022 and has held it in 11 quarters since. The position peaked at $627K in Q1 2024. 16 funds tracked by Wall St. Rank hold IQSI as of Q4 2024.

Boston Financial Management held 16,717 shares of IQ Candriam International Equity ETF worth $477K as of Q4 2024.
Boston Financial Management sold 700 IQ Candriam International Equity ETF shares in Q4 2024, an estimated $20.8K.
IQ Candriam International Equity ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #245 holding.
Boston Financial Management first reported a position in IQ Candriam International Equity ETF in Q2 2022 and has held it in 11 quarters since.
Boston Financial Management's IQ Candriam International Equity ETF position peaked at $627K in Q1 2024.
16 funds tracked by Wall St. Rank held IQ Candriam International Equity ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.