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Indexiq Etf Tr iq cndrm esg int shares owned by KWB Wealth

Quarter-by-quarter ownership of Indexiq Etf Tr iq cndrm esg int (IQSI) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in Indexiq Etf Tr iq cndrm esg int

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All positions including Indexiq Etf Tr iq cndrm esg int held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Indexiq Etf Tr iq cndrm esg int by KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 7.6k 29.36
2024-06-30 $262k 8.8k 29.87
2024-03-31 $262k 8.8k 29.87
2023-12-31 $233k 8.3k 27.95
2023-09-30 $263k 9.7k 27.18
2023-06-30 $263k 9.7k 27.18
2023-03-31 $276k 11k 24.80
2022-12-31 $249k 10k 24.80
2022-09-30 $212k 10k 21.09

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Exc Total Return (GTO)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)

View all positions for KWB Wealth

Top funds holding Indexiq Etf Tr iq cndrm esg int

New York Life Investment Management
NYL Investors
Seeds Investor
LPL Financial
Golden State Equity Partners
Colony
Orion Portfolio Solutions
Jane Street
Boston Financial Mangement
Morgan Stanley
Raymond James Financial Services Advisors
KWB Wealth
Advisor Group Holdings

View all funds holding Indexiq Etf Tr iq cndrm esg int