Carson Wealth (CWM LLC)’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$6.35K	Buy	+200	New	+$6.53K	﹤0.01%	4942

Other funds holding IDEQ

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWM

Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFP

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

Prosperity Bancshares Houston, Texas $125M AUM

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IDEQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Lazard International Dynamic Equity ETF (IDEQ) in Q1 2026: 200 shares worth $6.35K. The stake represents ﹤0.01% of the portfolio and ranks #4942 among its holdings.

58 funds tracked by Wall St. Rank hold IDEQ as of Q1 2026.

Carson Wealth (CWM LLC) held 200 shares of Lazard International Dynamic Equity ETF worth $6.35K as of Q1 2026.
Lazard International Dynamic Equity ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Lazard International Dynamic Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4942 holding.
58 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.