Wells Fargo
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Wells Fargo’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

Wells Fargo’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
2023
Q2 		– Sell
-206
Closed -$7.27K – 7635
2023
Q1 		$7.27K Buy
+206
New +$6.99K ﹤0.01% 5953

Other funds holding IQSU

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Wells Fargo's IQSU Position: Q2 2023 in Review

Wells Fargo sold out of IQ Candriam US Large Cap Equity ETF (IQSU) in Q2 2023, closing a stake of 206 shares — an estimated $7.27K sold.

Wells Fargo first reported a position in IQSU in Q1 2023 and held it in 1 quarter. The position peaked at $7.27K in Q1 2023. 19 funds tracked by Wall St. Rank hold IQSU as of Q2 2023.

  • Wells Fargo reported no remaining IQ Candriam US Large Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Wells Fargo sold 206 IQ Candriam US Large Cap Equity ETF shares in Q2 2023, an estimated $7.27K.
  • Wells Fargo first reported a position in IQ Candriam US Large Cap Equity ETF in Q1 2023 and held it in 1 quarter.
  • Wells Fargo's IQ Candriam US Large Cap Equity ETF position peaked at $7.27K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q2 2023.

Based on Wells Fargo's 13F filing for Q2 2023, filed 15 Aug 2023.