IAA
IDEQ

Independent Advisor Alliance’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Independent Advisor Alliance’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 		– Sell
-227,170
Closed -$7.21M – 1682
2026
Q1 		$7.21M Buy
+227,170
New +$7.42M 0.08% 237

Other funds holding IDEQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Independent Advisor Alliance's IDEQ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Lazard International Dynamic Equity ETF (IDEQ) in Q2 2026, closing a stake of 227,170 shares — an estimated $7.21M sold.

Independent Advisor Alliance first reported a position in IDEQ in Q1 2026 and held it in 1 quarter. The position peaked at $7.21M in Q1 2026. 94 funds tracked by Wall St. Rank hold IDEQ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Lazard International Dynamic Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 227,170 Lazard International Dynamic Equity ETF shares in Q2 2026, an estimated $7.21M.
  • Independent Advisor Alliance first reported a position in Lazard International Dynamic Equity ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Lazard International Dynamic Equity ETF position peaked at $7.21M in Q1 2026.
  • 94 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.