Envestnet Asset Management’s NYLIM Candriam U.S. Large Cap Equity ETF IQSU Stock Holding History

Envestnet Asset 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
2026 Q2	$10.2M	Buy	162,325 +30,115	+23%	+$1.77M	﹤0.01%	1932
2026 Q1	$6.77M	Buy	132,210 +38,463	+41%	+$2.08M	﹤0.01%	2098
2025 Q4	$5.13M	Buy	93,747 +18,761	+25%	+$1.01M	﹤0.01%	2156
2025 Q3	$3.99M	Buy	74,986 +29,980	+67%	+$1.53M	﹤0.01%	2407
2025 Q2	$2.23M	Buy	45,006 +22,423	+99%	+$1.04M	﹤0.01%	2753
2025 Q1	$1.02M	Buy	22,583 +14,452	+178%	+$694K	﹤0.01%	3186
2024 Q4	$394K	Buy	+8,131	New	+$397K	﹤0.01%	3725

Other funds holding IQSU

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

PHAM

Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

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

Envestnet Asset Management increased its NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) stake by 23% in Q2 2026, buying an estimated $1.77M and bringing the position to 162,325 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Envestnet Asset Management first reported a position in IQSU in Q4 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold IQSU as of Q2 2026.

Envestnet Asset Management held 162,325 shares of NYLIM Candriam U.S. Large Cap Equity ETF worth $10.2M as of Q2 2026.
Envestnet Asset Management bought 30,115 NYLIM Candriam U.S. Large Cap Equity ETF shares in Q2 2026, an estimated $1.77M.
NYLIM Candriam U.S. Large Cap Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1932 holding.
Envestnet Asset Management first reported a position in NYLIM Candriam U.S. Large Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Large Cap Equity ETF as of Q2 2026.

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