Foundry Financial Group’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Foundry Financial Group’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	$7.26M	Buy	+207,313	New	+$7.32M	3.02%	14

Other funds holding IDEQ

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

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

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return

Navigation Group Redwood City, California $501M AUM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Foundry Financial Group's IDEQ Position: Q3 2026 in Review

Foundry Financial Group opened a new position in Lazard International Dynamic Equity ETF (IDEQ) in Q3 2026: 207,313 shares worth $7.26M. The stake represents 3.02% of the portfolio and ranks #14 among its holdings.

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

Foundry Financial Group held 207,313 shares of Lazard International Dynamic Equity ETF worth $7.26M as of Q3 2026.
Lazard International Dynamic Equity ETF was a new Foundry Financial Group position in Q3 2026.
Lazard International Dynamic Equity ETF made up 3.02% of Foundry Financial Group's portfolio in Q3 2026, its #14 holding.
37 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q3 2026.

Based on Foundry Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.