Barber Financial Group’s iShares US Utilities ETF IDU Stock Holding History

Barber Financial Group’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
2019 Q4	–	Sell	-3,082	Closed	-$251K	–	153
2019 Q3	$251K	Sell	3,082 -342	-10%	-$26.6K	0.05%	117
2019 Q2	$258K	Buy	+3,424	New	+$254K	0.06%	117
2019 Q1	–	Sell	-5,260	Closed	-$353K	–	142
2018 Q4	$353K	Buy	+5,260	New	+$362K	0.08%	90
2017 Q4	–	Sell	-5,848	Closed	-$389K	–	128
2017 Q3	$389K	Sell	5,848 -688	-11%	-$46.3K	0.11%	66
2017 Q2	$425K	Buy	+6,536	New	+$429K	0.14%	50

Other funds holding IDU

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

DWM

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Barber Financial Group's IDU Position: Q4 2019 in Review

Barber Financial Group sold out of iShares US Utilities ETF (IDU) in Q4 2019, closing a stake of 3,082 shares — an estimated $251K sold.

Barber Financial Group first reported a position in IDU in Q2 2017 and held it in 5 quarters. The position peaked at $425K in Q2 2017. 195 funds tracked by Wall St. Rank hold IDU as of Q4 2019.

Barber Financial Group reported no remaining iShares US Utilities ETF position as of Q4 2019 after selling out during the quarter.
Barber Financial Group sold 3,082 iShares US Utilities ETF shares in Q4 2019, an estimated $251K.
Barber Financial Group first reported a position in iShares US Utilities ETF in Q2 2017 and held it in 5 quarters.
Barber Financial Group's iShares US Utilities ETF position peaked at $425K in Q2 2017.
195 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2019.

Based on Barber Financial Group's 13F filing for Q4 2019, filed 21 Feb 2020.