Members Wealth
IDEQ icon

Members Wealth’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Members Wealth’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 		$2.63M Buy
75,524
+13,106
+21% +$463K 1.31% 18
2026
Q2 		$2.19M Sell
62,418
-1,650
-3% -$56.9K 1.2% 21
2026
Q1 		$2.18M Buy
64,068
+48,238
+305% +$1.58M 1.3% 21
2025
Q4 		$516K Buy
+15,830
New +$463K 0.32% 54

Other funds holding IDEQ

Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
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
Navigation Group
Navigation Group Redwood City, California $501M AUM
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Foundry Financial Group
Foundry Financial Group Laconia, New Hampshire $241M AUM 15.48% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Members Wealth's IDEQ Position: Q3 2026 in Review

Members Wealth increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 21% in Q3 2026, buying an estimated $463K and bringing the position to 75,524 shares worth $2.63M. The position accounts for 1.31% of the portfolio, ranked #18.

Members Wealth first reported a position in IDEQ in Q4 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold IDEQ as of Q3 2026.

  • Members Wealth held 75,524 shares of Lazard International Dynamic Equity ETF worth $2.63M as of Q3 2026.
  • Members Wealth bought 13,106 Lazard International Dynamic Equity ETF shares in Q3 2026, an estimated $463K.
  • Lazard International Dynamic Equity ETF made up 1.31% of Members Wealth's portfolio in Q3 2026, its #18 holding.
  • Members Wealth first reported a position in Lazard International Dynamic Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.