IQSM icon

IQ Candriam US Mid Cap Equity ETF
IQSM

32.78 USD
+0.41
1.27%
At close Jan 3, 4:00 PM EST
1 day
1.27%
5 days
0.18%
1 month
-6.40%
3 months
1.02%
6 months
8.47%
Year to date
1.27%
1 year
12.07%
5 years
27.01%
10 years
27.01%
0
Funds holding %
of 6,815 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

50% more funds holding

Funds holding: 2 [Q2] → 3 (+1) [Q3]

7% more capital invested

Capital invested by funds: $219M [Q2] → $233M (+$14.3M) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

0.33% less ownership

Funds ownership: 99.72% [Q2] → 99.39% (-0.33%) [Q3]

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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
3 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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