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

Beam 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
2021
Q2 		– Sell
-10,195
Closed -$811K – 145
2021
Q1 		$811K Sell
10,195
-1,139
-10% -$87.7K 0.72% 49
2020
Q4 		$880K Sell
11,334
-2,030
-15% -$158K 0.83% 41
2020
Q3 		$976K Buy
13,364
+1,056
+9% +$77.5K 0.91% 33
2020
Q2 		$873K Buy
12,308
+2,234
+22% +$160K 0.88% 37
2020
Q1 		$696K Buy
+10,074
New +$804K 0.69% 44

Other funds holding IDU

KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Beam Wealth Advisors's IDU Position: Q2 2021 in Review

Beam Wealth Advisors sold out of iShares US Utilities ETF (IDU) in Q2 2021, closing a stake of 10,195 shares — an estimated $811K sold.

Beam Wealth Advisors first reported a position in IDU in Q1 2020 and held it in 5 quarters. The position peaked at $976K in Q3 2020. 186 funds tracked by Wall St. Rank hold IDU as of Q2 2021.

  • Beam Wealth Advisors reported no remaining iShares US Utilities ETF position as of Q2 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 10,195 iShares US Utilities ETF shares in Q2 2021, an estimated $811K.
  • Beam Wealth Advisors first reported a position in iShares US Utilities ETF in Q1 2020 and held it in 5 quarters.
  • Beam Wealth Advisors's iShares US Utilities ETF position peaked at $976K in Q3 2020.
  • 186 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2021.

Based on Beam Wealth Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.