Core Wealth Partners’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Core Wealth Partners’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 Q2	$242K	Buy	+6,890	New	+$237K	0.1%	158

Other funds holding IDEQ

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

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

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

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Benson Investment Management Company Roanoke, Virginia $18.8M AUM 23.67% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Core Wealth Partners's IDEQ Position: Q2 2026 in Review

Core Wealth Partners opened a new position in Lazard International Dynamic Equity ETF (IDEQ) in Q2 2026: 6,890 shares worth $242K. The stake represents 0.1% of the portfolio and ranks #158 among its holdings.

27 funds tracked by Wall St. Rank hold IDEQ as of Q2 2026.

Core Wealth Partners held 6,890 shares of Lazard International Dynamic Equity ETF worth $242K as of Q2 2026.
Lazard International Dynamic Equity ETF was a new Core Wealth Partners position in Q2 2026.
Lazard International Dynamic Equity ETF made up 0.1% of Core Wealth Partners's portfolio in Q2 2026, its #158 holding.
27 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.