Harbor Asset Planning
IDEQ icon

Harbor Asset Planning’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Harbor Asset Planning’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 		$59.6K Buy
1,701
+615
+57% +$21.7K 0.04% 203
2026
Q2 		$38.1K Buy
1,086
+1,010
+1,329% +$34.8K 0.03% 247
2026
Q1 		$2.43K Buy
+76
New +$2.48K ﹤0.01% 390

Other funds holding IDEQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Northland Securities
Northland Securities Minneapolis, Minnesota $171M AUM 26.21% 1-Year Est. Return
Meridian Financial Partners
Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return

Harbor Asset Planning's IDEQ Position: Q3 2026 in Review

Harbor Asset Planning increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 57% in Q3 2026, buying an estimated $21.7K and bringing the position to 1,701 shares worth $59.6K. The position accounts for 0.04% of the portfolio, ranked #203.

Harbor Asset Planning first reported a position in IDEQ in Q1 2026 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold IDEQ as of Q3 2026.

  • Harbor Asset Planning held 1,701 shares of Lazard International Dynamic Equity ETF worth $59.6K as of Q3 2026.
  • Harbor Asset Planning bought 615 Lazard International Dynamic Equity ETF shares in Q3 2026, an estimated $21.7K.
  • Lazard International Dynamic Equity ETF made up 0.04% of Harbor Asset Planning's portfolio in Q3 2026, its #203 holding.
  • Harbor Asset Planning first reported a position in Lazard International Dynamic Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.