CAPTRUST Financial Advisors’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

CAPTRUST Financial Advisors’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	$4.55M	Buy	+130,025	New	+$4.59M	0.01%	860

Other funds holding IDEQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Denver Wealth Management Denver, Colorado $404M AUM 15.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

CAPTRUST Financial Advisors's IDEQ Position: Q3 2026 in Review

CAPTRUST Financial Advisors opened a new position in Lazard International Dynamic Equity ETF (IDEQ) in Q3 2026: 130,025 shares worth $4.55M. The stake represents 0.01% of the portfolio and ranks #860 among its holdings.

100 funds tracked by Wall St. Rank hold IDEQ as of Q3 2026.

CAPTRUST Financial Advisors held 130,025 shares of Lazard International Dynamic Equity ETF worth $4.55M as of Q3 2026.
Lazard International Dynamic Equity ETF was a new CAPTRUST Financial Advisors position in Q3 2026.
Lazard International Dynamic Equity ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #860 holding.
100 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.