NewEdge Advisors’s NYLIM Candriam U.S. Large Cap Equity ETF IQSU Stock Holding History

NewEdge Advisors’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
2026 Q2	$39.3K	Sell	628 -1,145	-65%	-$67.3K	﹤0.01%	3181
2026 Q1	$90.8K	Sell	1,773 -1,983	-53%	-$107K	﹤0.01%	2782
2025 Q4	$206K	Buy	3,756 +1,145	+44%	+$61.9K	﹤0.01%	2570
2025 Q3	$139K	Hold	2,611	–	–	﹤0.01%	2497
2025 Q2	$129K	Buy	2,611 +129	+5%	+$5.97K	﹤0.01%	2338
2025 Q1	$113K	Buy	2,482 +499	+25%	+$23.9K	﹤0.01%	2262
2024 Q4	$96K	Hold	1,983	–	–	﹤0.01%	2292
2024 Q3	$94.9K	Hold	1,983	–	–	﹤0.01%	2209
2024 Q2	$90.2K	Hold	1,983	–	–	﹤0.01%	2156
2024 Q1	$88K	Hold	1,983	–	–	﹤0.01%	2100
2023 Q4	$83.3K	Hold	1,983	–	–	﹤0.01%	2018
2023 Q3	$74.1K	Buy	+1,983	New	+$77.1K	﹤0.01%	1951

Other funds holding IQSU

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

NewEdge Advisors's IQSU Position: Q2 2026 in Review

NewEdge Advisors reduced its NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) stake by 65% in Q2 2026, selling an estimated $67.3K and leaving 628 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3181.

NewEdge Advisors first reported a position in IQSU in Q3 2023 and has held it in 12 quarters since. The position peaked at $206K in Q4 2025. 22 funds tracked by Wall St. Rank hold IQSU as of Q2 2026.

NewEdge Advisors held 628 shares of NYLIM Candriam U.S. Large Cap Equity ETF worth $39.3K as of Q2 2026.
NewEdge Advisors sold 1,145 NYLIM Candriam U.S. Large Cap Equity ETF shares in Q2 2026, an estimated $67.3K.
NYLIM Candriam U.S. Large Cap Equity ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3181 holding.
NewEdge Advisors first reported a position in NYLIM Candriam U.S. Large Cap Equity ETF in Q3 2023 and has held it in 12 quarters since.
NewEdge Advisors's NYLIM Candriam U.S. Large Cap Equity ETF position peaked at $206K in Q4 2025.
22 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Large Cap Equity ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.