Envestnet Asset Management
IDEQ

Envestnet Asset Management’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Envestnet Asset Management’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 		$13.1M Buy
373,249
+246,366
+194% +$8.49M ﹤0.01% 1748
2026
Q1 		$4.03M Buy
126,883
+24,737
+24% +$808K ﹤0.01% 2487
2025
Q4 		$3.1M Buy
102,146
+4,053
+4% +$119K ﹤0.01% 2514
2025
Q3 		$2.78M Buy
+98,093
New +$2.67M ﹤0.01% 2665

Other funds holding IDEQ

NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
NS
Northland Securities Minneapolis, Minnesota $172M AUM
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
NG
Navigation Group Redwood City, California $514M AUM
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Envestnet Asset Management's IDEQ Position: Q2 2026 in Review

Envestnet Asset Management increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 194% in Q2 2026, buying an estimated $8.49M and bringing the position to 373,249 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Envestnet Asset Management first reported a position in IDEQ in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold IDEQ as of Q2 2026.

  • Envestnet Asset Management held 373,249 shares of Lazard International Dynamic Equity ETF worth $13.1M as of Q2 2026.
  • Envestnet Asset Management bought 246,366 Lazard International Dynamic Equity ETF shares in Q2 2026, an estimated $8.49M.
  • Lazard International Dynamic Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1748 holding.
  • Envestnet Asset Management first reported a position in Lazard International Dynamic Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.