Future Financial Wealth Management
IDEQ icon

Future Financial Wealth Management’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Future Financial Wealth 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
Q3 		$5.36M Buy
153,127
+78,757
+106% +$2.78M 3.29% 5
2026
Q2 		$2.56M Sell
74,370
-1,361
-2% -$46.9K 1.59% 18
2026
Q1 		$2.58M Buy
+75,731
New +$2.47M 1.66% 17

Other funds holding IDEQ

Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
BIMC
Benson Investment Management Company Roanoke, Virginia $17.8M AUM 14.07% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Members Wealth
Members Wealth Media, Pennsylvania $200M AUM 9.84% 1-Year Est. Return

Future Financial Wealth Management's IDEQ Position: Q3 2026 in Review

Future Financial Wealth Management increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 106% in Q3 2026, buying an estimated $2.78M and bringing the position to 153,127 shares worth $5.36M. The position accounts for 3.29% of the portfolio, ranked #5.

Future Financial Wealth Management first reported a position in IDEQ in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold IDEQ as of Q3 2026.

  • Future Financial Wealth Management held 153,127 shares of Lazard International Dynamic Equity ETF worth $5.36M as of Q3 2026.
  • Future Financial Wealth Management bought 78,757 Lazard International Dynamic Equity ETF shares in Q3 2026, an estimated $2.78M.
  • Lazard International Dynamic Equity ETF made up 3.29% of Future Financial Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Future Financial Wealth Management first reported a position in Lazard International Dynamic Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.