NIWA
IDHQ icon

New Insight Wealth Advisors’s Invesco S&P International Developed Quality ETF IDHQ Stock Holding History

New Insight Wealth Advisors’s Portfolio IDHQ Stock Details IDHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$614K Hold
17,357
– – 0.22% 65
2025
Q4 		$610K Buy
17,357
+487
+3% +$16.8K 0.22% 67
2025
Q3 		$568K Sell
16,870
-500
-3% -$16.5K 0.21% 72
2025
Q2 		$573K Sell
17,370
-100
-0.6% -$3.14K 0.24% 65
2025
Q1 		$523K Buy
17,470
+1,525
+10% +$46.1K 0.24% 57
2024
Q4 		$452K Buy
15,945
+3,785
+31% +$113K 0.23% 58
2024
Q3 		$386K Buy
12,160
+2,705
+29% +$83.8K 0.2% 58
2024
Q2 		$288K Buy
9,455
+950
+11% +$28.8K 0.17% 63
2024
Q1 		$261K Buy
+8,505
New +$251K 0.16% 69

Other funds holding IDHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $284M AUM 15.54% 1-Year Est. Return