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

JSF Financial’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	$14.3M	Buy	+409,180	New	+$14.1M	2.27%	11

Other funds holding IDEQ

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return

Navigation Group Redwood City, California $514M AUM

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return

JSF Financial's IDEQ Position: Q2 2026 in Review

JSF Financial opened a new position in Lazard International Dynamic Equity ETF (IDEQ) in Q2 2026: 409,180 shares worth $14.3M. The stake represents 2.27% of the portfolio and ranks #11 among its holdings.

40 funds tracked by Wall St. Rank hold IDEQ as of Q2 2026.

JSF Financial held 409,180 shares of Lazard International Dynamic Equity ETF worth $14.3M as of Q2 2026.
Lazard International Dynamic Equity ETF was a new JSF Financial position in Q2 2026.
Lazard International Dynamic Equity ETF made up 2.27% of JSF Financial's portfolio in Q2 2026, its #11 holding.
40 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.