1834 Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History

1834 Investment Advisors’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-114	Closed	-$9K	–	509
2021 Q1	$9K	Hold	114	–	–	﹤0.01%	395
2020 Q4	$9K	Hold	114	–	–	﹤0.01%	376
2020 Q3	$8K	Hold	114	–	–	﹤0.01%	354
2020 Q2	$8K	Hold	114	–	–	﹤0.01%	343
2020 Q1	$8K	Hold	114	–	–	﹤0.01%	338
2019 Q4	$9K	Hold	114	–	–	﹤0.01%	388
2019 Q3	$9K	Hold	114	–	–	﹤0.01%	388
2019 Q2	$9K	Hold	114	–	–	﹤0.01%	378
2019 Q1	$8K	Hold	114	–	–	﹤0.01%	361
2018 Q4	$8K	Hold	114	–	–	﹤0.01%	368
2018 Q3	$8K	Hold	114	–	–	﹤0.01%	370
2018 Q2	$8K	Hold	114	–	–	﹤0.01%	380
2018 Q1	$7K	Hold	114	–	–	﹤0.01%	406
2017 Q4	$8K	Buy	+114	New	+$7.84K	﹤0.01%	421

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

1834 Investment Advisors's IDU Position: Q2 2021 in Review

1834 Investment Advisors sold out of iShares US Utilities ETF (IDU) in Q2 2021, closing a stake of 114 shares — an estimated $9K sold.

1834 Investment Advisors first reported a position in IDU in Q4 2017 and held it in 14 quarters. The position peaked at $9K in Q1 2021. 186 funds tracked by Wall St. Rank hold IDU as of Q2 2021.

1834 Investment Advisors reported no remaining iShares US Utilities ETF position as of Q2 2021 after selling out during the quarter.
1834 Investment Advisors sold 114 iShares US Utilities ETF shares in Q2 2021, an estimated $9K.
1834 Investment Advisors first reported a position in iShares US Utilities ETF in Q4 2017 and held it in 14 quarters.
1834 Investment Advisors's iShares US Utilities ETF position peaked at $9K in Q1 2021.
186 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2021.

Based on 1834 Investment Advisors's 13F filing for Q2 2021, filed 17 Aug 2021.