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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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

More positions owned by KWB Wealth

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 Etf Total Return (GTO)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for KWB Wealth

Top funds holding Indexiq Etf Tr iq cndrm esg int

New York Life Investment Management
NYL Investors
Jane Street
Orion Portfolio Solutions
Colony
Citadel Advisors
Golden State Equity Partners
Flow Traders US
United Advisor Group
Bank Of Montreal
KWB Wealth
Raymond James Financial Services Advisors
Bank of America Corporation
Ronald Blue Trust
UBS Group

View all funds holding Indexiq Etf Tr iq cndrm esg int