IQSM icon

IQ Candriam US Mid Cap Equity ETF
IQSM

29.84 USD
-0.01
0.03%
At close Apr 30, 4:00 PM EDT
1 day
-0.03%
5 days
0.78%
1 month
-2.36%
3 months
-12.44%
6 months
-9.33%
Year to date
-7.82%
1 year
0.07%
5 years
15.61%
10 years
15.61%
0
Funds holding %
of 7,425 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

0.21% more ownership

Funds ownership: 99.39% [Q3] → 99.6% (+0.21%) [Q4]

0% more funds holding

Funds holding: 3 [Q3] → 3 (+0) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

10% less capital invested

Capital invested by funds: $233M [Q3] → $210M (-$23.5M) [Q4]

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Research analyst outlook

We haven’t received any recent analyst ratings for IQSM.

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Financial journalist opinion

Positive
Seeking Alpha
6 months ago
IQSM: ESG And Quality Don't Always Align
IQSM offers exposure to 220 mid-cap stocks that have passed a proprietary ESG screening system. Its expense ratio is 0.15% and the ETF has $234 million in assets under management. IQSM has a slight growth lean, evidenced by higher estimated sales and earnings growth rates and higher valuation ratios. The ETF currently trades at 17.75x forward earnings. However, IQSM has consistently experienced larger drawdowns than SPMD, a broad-based ETF tracking the S&P MidCap 400 Index.
IQSM: ESG And Quality Don't Always Align
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