Antonetti Capital Management’s iShares US Utilities ETF IDU Stock Holding History

Antonetti Capital Management’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
2023 Q3	$20.3K	Hold	274	–	–	0.03%	153
2023 Q2	$22.4K	Sell	274 -80	-23%	-$6.66K	0.03%	152
2023 Q1	$29.6K	Hold	354	–	–	0.04%	140
2022 Q4	$30.6K	Hold	354	–	–	0.04%	136
2022 Q3	$29K	Hold	354	–	–	0.03%	129
2022 Q2	$30K	Sell	354 -74	-17%	-$6.54K	0.03%	133
2022 Q1	$39K	Hold	428	–	–	0.04%	135
2021 Q4	$38K	Hold	428	–	–	0.03%	185
2021 Q3	$34K	Buy	+428	New	+$35.3K	0.03%	192
2014 Q3	$23K	Hold	428	–	–	0.04%	68
2014 Q2	$24K	Hold	428	–	–	0.02%	136
2014 Q1	$22K	Sell	428 -128	-23%	-$6.35K	0.02%	148
2013 Q4	$27K	Sell	556 -32	-5%	-$1.54K	0.02%	156
2013 Q3	$28K	Sell	588 -880	-60%	-$42.1K	0.03%	183
2013 Q2	$69K	Buy	+1,468	New	+$71.6K	0.08%	136

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Antonetti Capital Management's IDU Position: Q3 2023 in Review

Antonetti Capital Management held its iShares US Utilities ETF (IDU) position steady in Q3 2023 at 274 shares worth $20.3K. The position accounts for 0.03% of the portfolio, ranked #153.

Antonetti Capital Management first reported a position in IDU in Q2 2013 and has held it in 15 quarters since. The position peaked at $69K in Q2 2013. 202 funds tracked by Wall St. Rank hold IDU as of Q3 2023.

Antonetti Capital Management held 274 shares of iShares US Utilities ETF worth $20.3K as of Q3 2023.
Antonetti Capital Management left its iShares US Utilities ETF share count unchanged in Q3 2023.
iShares US Utilities ETF made up 0.03% of Antonetti Capital Management's portfolio in Q3 2023, its #153 holding.
Antonetti Capital Management first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's iShares US Utilities ETF position peaked at $69K in Q2 2013.
202 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.