UAG
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United Advisor Group’s IQ Candriam International Equity ETF IQSI Stock Holding History

United Advisor Group’s Portfolio IQSI Stock Details IQSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,246
Closed -$216K – 269
2024
Q1 		$216K Sell
7,246
-7,246
-50% -$209K 0.08% 199
2023
Q4 		$405K Buy
+14,492
New +$382K 0.49% 38

Other funds holding IQSI

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Advisor Group's IQSI Position: Q2 2024 in Review

United Advisor Group sold out of IQ Candriam International Equity ETF (IQSI) in Q2 2024, closing a stake of 7,246 shares — an estimated $216K sold.

United Advisor Group first reported a position in IQSI in Q4 2023 and held it in 2 quarters. The position peaked at $405K in Q4 2023. 16 funds tracked by Wall St. Rank hold IQSI as of Q2 2024.

  • United Advisor Group reported no remaining IQ Candriam International Equity ETF position as of Q2 2024 after selling out during the quarter.
  • United Advisor Group sold 7,246 IQ Candriam International Equity ETF shares in Q2 2024, an estimated $216K.
  • United Advisor Group first reported a position in IQ Candriam International Equity ETF in Q4 2023 and held it in 2 quarters.
  • United Advisor Group's IQ Candriam International Equity ETF position peaked at $405K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held IQ Candriam International Equity ETF as of Q2 2024.

Based on United Advisor Group's 13F filing for Q2 2024, filed 8 Aug 2024.