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Acorn Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

Acorn Wealth 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
2018
Q3 		– Sell
-196
Closed -$13K – 268
2018
Q2 		$13K Hold
196
– – 0.01% 468
2018
Q1 		$13K Buy
196
+2
+1% +$126 0.01% 464
2017
Q4 		$13K Buy
+194
New +$13.3K 0.01% 446

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Acorn Wealth Advisors's IDU Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares US Utilities ETF (IDU) in Q3 2018, closing a stake of 196 shares — an estimated $13K sold.

Acorn Wealth Advisors first reported a position in IDU in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q2 2018. 136 funds tracked by Wall St. Rank hold IDU as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining iShares US Utilities ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 196 iShares US Utilities ETF shares in Q3 2018, an estimated $13K.
  • Acorn Wealth Advisors first reported a position in iShares US Utilities ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's iShares US Utilities ETF position peaked at $13K in Q2 2018.
  • 136 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.