Boston Financial Management’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

Boston Financial Management’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 Q4	$2.48M	Sell	51,230 -1,185	-2%	-$57.8K	0.07%	135
2024 Q3	$2.51M	Sell	52,415 -182	-0.3%	-$8.41K	0.07%	132
2024 Q2	$2.39M	Sell	52,597 -3,894	-7%	-$172K	0.08%	132
2024 Q1	$2.51M	Sell	56,491 -50	-0.1%	-$2.15K	0.08%	128
2023 Q4	$2.37M	Sell	56,541 -10,932	-16%	-$429K	0.08%	131
2023 Q3	$2.52M	Buy	67,473 +4,945	+8%	+$192K	0.09%	123
2023 Q2	$2.43M	Sell	62,528 -1,045	-2%	-$37.9K	0.09%	128
2023 Q1	$2.24M	Buy	63,573 +16,719	+36%	+$567K	0.09%	133
2022 Q4	$1.5M	Buy	46,854 +6,950	+17%	+$226K	0.06%	151
2022 Q3	$1.22M	Buy	39,904 +2,268	+6%	+$77.9K	0.05%	156
2022 Q2	$1.22M	Buy	+37,636	New	+$1.32M	0.05%	149

Other funds holding IQSU

NYLIM

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

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Boston Financial Management reduced its IQ Candriam US Large Cap Equity ETF (IQSU) stake by 2.3% in Q4 2024, selling an estimated $57.8K and leaving 51,230 shares worth $2.48M. The position accounts for 0.07% of the portfolio, ranked #135.

Boston Financial Management first reported a position in IQSU in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.52M in Q3 2023. 25 funds tracked by Wall St. Rank hold IQSU as of Q4 2024.

Boston Financial Management held 51,230 shares of IQ Candriam US Large Cap Equity ETF worth $2.48M as of Q4 2024.
Boston Financial Management sold 1,185 IQ Candriam US Large Cap Equity ETF shares in Q4 2024, an estimated $57.8K.
IQ Candriam US Large Cap Equity ETF made up 0.07% of Boston Financial Management's portfolio in Q4 2024, its #135 holding.
Boston Financial Management first reported a position in IQ Candriam US Large Cap Equity ETF in Q2 2022 and has held it in 11 quarters since.
Boston Financial Management's IQ Candriam US Large Cap Equity ETF position peaked at $2.52M in Q3 2023.
25 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q4 2024.

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