KWB Wealth
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KWB Wealth’s Columbia International Equity Income ETF INEQ Stock Holding History

KWB Wealth’s Portfolio INEQ Stock Details INEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-52,708
Closed -$1.55M – 169
2025
Q1 		$1.55M Buy
52,708
+40,781
+342% +$1.28M 0.19% 64
2024
Q4 		$382K Buy
+11,927
New +$366K 0.05% 101

Other funds holding INEQ

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Westside Investment Management
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Legacy Financial Advisors
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

KWB Wealth's INEQ Position: Q2 2025 in Review

KWB Wealth sold out of Columbia International Equity Income ETF (INEQ) in Q2 2025, closing a stake of 52,708 shares — an estimated $1.55M sold.

KWB Wealth first reported a position in INEQ in Q4 2024 and held it in 2 quarters. The position peaked at $1.55M in Q1 2025. 20 funds tracked by Wall St. Rank hold INEQ as of Q2 2025.

  • KWB Wealth reported no remaining Columbia International Equity Income ETF position as of Q2 2025 after selling out during the quarter.
  • KWB Wealth sold 52,708 Columbia International Equity Income ETF shares in Q2 2025, an estimated $1.55M.
  • KWB Wealth first reported a position in Columbia International Equity Income ETF in Q4 2024 and held it in 2 quarters.
  • KWB Wealth's Columbia International Equity Income ETF position peaked at $1.55M in Q1 2025.
  • 20 funds tracked by Wall St. Rank held Columbia International Equity Income ETF as of Q2 2025.

Based on KWB Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.