Palisades Hudson Asset Management’s NYLIM Candriam U.S. Large Cap Equity ETF IQSU Stock Holding History

Palisades Hudson Asset Management’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	$325K	Buy	5,192 +12	+0.2%	+$705	0.11%	83
2026 Q1	$265K	Buy	5,180 +13	+0.3%	+$704	0.1%	87
2025 Q4	$283K	Buy	5,167 +16	+0.3%	+$864	0.11%	82
2025 Q3	$274K	Buy	5,151 +16	+0.3%	+$815	0.1%	86
2025 Q2	$255K	Buy	5,135 +14	+0.3%	+$648	0.1%	92
2025 Q1	$232K	Buy	5,121 +14	+0.3%	+$672	0.11%	86
2024 Q4	$247K	Buy	5,107 +796	+18%	+$38.9K	0.1%	89
2024 Q3	$206K	Buy	+4,311	New	+$199K	0.09%	99
2022 Q4	–	Sell	-15,082	Closed	-$463K	–	102
2022 Q3	$463K	Sell	15,082 -14,575	-49%	-$501K	0.28%	49
2022 Q2	$958K	Buy	29,657 +29,633	+123,471%	+$1.04M	0.54%	25
2022 Q1	$567K	Buy	+24	New	+$924	0.26%	49

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

Palisades Hudson Asset Management's IQSU Position: Q2 2026 in Review

Palisades Hudson Asset Management increased its NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) stake by 0.23% in Q2 2026, buying an estimated $705 and bringing the position to 5,192 shares worth $325K. The position accounts for 0.11% of the portfolio, ranked #83.

Palisades Hudson Asset Management first reported a position in IQSU in Q1 2022 and has held it in 11 quarters since. The position peaked at $958K in Q2 2022. 22 funds tracked by Wall St. Rank hold IQSU as of Q2 2026.

Palisades Hudson Asset Management held 5,192 shares of NYLIM Candriam U.S. Large Cap Equity ETF worth $325K as of Q2 2026.
Palisades Hudson Asset Management bought 12 NYLIM Candriam U.S. Large Cap Equity ETF shares in Q2 2026, an estimated $705.
NYLIM Candriam U.S. Large Cap Equity ETF made up 0.11% of Palisades Hudson Asset Management's portfolio in Q2 2026, its #83 holding.
Palisades Hudson Asset Management first reported a position in NYLIM Candriam U.S. Large Cap Equity ETF in Q1 2022 and has held it in 11 quarters since.
Palisades Hudson Asset Management's NYLIM Candriam U.S. Large Cap Equity ETF position peaked at $958K in Q2 2022.
22 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Large Cap Equity ETF as of Q2 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.