NFA
IDEQ

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

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
NG
Navigation Group Redwood City, California $514M AUM
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return

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.

40 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.
  • 40 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.