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

Madrona Financial Services’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 		$6.86M Buy
+195,822
New +$6.91M 1.06% 28

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
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Meridian Financial Partners
Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Future Financial Wealth Management
Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 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

Madrona Financial Services's IDEQ Position: Q3 2026 in Review

Madrona Financial Services opened a new position in Lazard International Dynamic Equity ETF (IDEQ) in Q3 2026: 195,822 shares worth $6.86M. The stake represents 1.06% of the portfolio and ranks #28 among its holdings.

30 funds tracked by Wall St. Rank hold IDEQ as of Q3 2026.

  • Madrona Financial Services held 195,822 shares of Lazard International Dynamic Equity ETF worth $6.86M as of Q3 2026.
  • Lazard International Dynamic Equity ETF was a new Madrona Financial Services position in Q3 2026.
  • Lazard International Dynamic Equity ETF made up 1.06% of Madrona Financial Services's portfolio in Q3 2026, its #28 holding.
  • 30 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.