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MAI Capital Management’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

MAI Capital Management’s Portfolio IQSU Stock Details IQSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-41
Closed -$2.18K – 4418
2025
Q3 		$2.18K Buy
+41
New +$2.09K ﹤0.01% 3290

Other funds holding IQSU

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MAI Capital Management's IQSU Position: Q4 2025 in Review

MAI Capital Management sold out of IQ Candriam US Large Cap Equity ETF (IQSU) in Q4 2025, closing a stake of 41 shares — an estimated $2.18K sold.

MAI Capital Management first reported a position in IQSU in Q3 2025 and held it in 1 quarter. The position peaked at $2.18K in Q3 2025. 23 funds tracked by Wall St. Rank hold IQSU as of Q4 2025.

  • MAI Capital Management reported no remaining IQ Candriam US Large Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 41 IQ Candriam US Large Cap Equity ETF shares in Q4 2025, an estimated $2.18K.
  • MAI Capital Management first reported a position in IQ Candriam US Large Cap Equity ETF in Q3 2025 and held it in 1 quarter.
  • MAI Capital Management's IQ Candriam US Large Cap Equity ETF position peaked at $2.18K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.