Northwest Financial Advisors’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Northwest Financial Advisors’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 Q2	$58.8M	Buy	+1,676,055	New	+$57.8M	7.82%	4

Other funds holding IDEQ

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northland Securities Minneapolis, Minnesota $172M AUM

Northwest Financial Advisors's IDEQ Position: Q2 2026 in Review

Northwest Financial Advisors opened a new position in Lazard International Dynamic Equity ETF (IDEQ) in Q2 2026: 1,676,055 shares worth $58.8M. The stake represents 7.82% of the portfolio and ranks #4 among its holdings.

94 funds tracked by Wall St. Rank hold IDEQ as of Q2 2026.

Northwest Financial Advisors held 1,676,055 shares of Lazard International Dynamic Equity ETF worth $58.8M as of Q2 2026.
Lazard International Dynamic Equity ETF was a new Northwest Financial Advisors position in Q2 2026.
Lazard International Dynamic Equity ETF made up 7.82% of Northwest Financial Advisors's portfolio in Q2 2026, its #4 holding.
94 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.