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Belpointe Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Belpointe Asset 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
2025
Q1 		– Sell
-7,828
Closed -$761K – 973
2024
Q4 		$761K Sell
7,828
-479
-6% -$48.3K 0.05% 394
2024
Q3 		$847K Buy
8,307
+8,305
+415,250% +$786K 0.05% 350
2024
Q2 		$174 Buy
+2
New +$176 ﹤0.01% 841
2023
Q2 		– Sell
-7,748
Closed -$649K – 1853
2023
Q1 		$649K Sell
7,748
-137
-2% -$11.4K 0.04% 456
2022
Q4 		$682K Sell
7,885
-480
-6% -$40.3K 0.04% 411
2022
Q3 		$679K Sell
8,365
-861
-9% -$77.5K 0.05% 406
2022
Q2 		$790K Sell
9,226
-13
-0.1% -$1.15K 0.05% 360
2022
Q1 		$841K Buy
9,239
+7
+0.1% +$595 0.05% 387
2021
Q4 		$817K Sell
9,232
-1,574
-15% -$132K 0.05% 379
2021
Q3 		$853K Sell
10,806
-1,520
-12% -$125K 0.06% 347
2021
Q2 		$968K Sell
12,326
-7,854
-39% -$637K 0.07% 303
2021
Q1 		$1.61M Buy
20,180
+7,635
+61% +$588K 0.14% 164
2020
Q4 		$973K Buy
12,545
+5,379
+75% +$419K 0.09% 255
2020
Q3 		$523K Buy
7,166
+76
+1% +$5.57K 0.06% 325
2020
Q2 		$497K Sell
7,090
-5,802
-45% -$415K 0.06% 309
2020
Q1 		$890K Sell
12,892
-760
-6% -$60.6K 0.16% 149
2019
Q4 		$1.11M Sell
13,652
-76
-0.6% -$6.06K 0.14% 163
2019
Q3 		$1.12M Sell
13,728
-844
-6% -$65.6K 0.18% 131
2019
Q2 		$1.1M Buy
+14,572
New +$1.08M 0.22% 105
2019
Q1 		– Sell
-14,738
Closed -$989K – 486
2018
Q4 		$989K Buy
14,738
+128
+0.9% +$8.81K 0.25% 82
2018
Q3 		$979K Buy
14,610
+10,422
+249% +$703K 0.15% 131
2018
Q2 		$276K Sell
4,188
-2,116
-34% -$135K 0.08% 277
2018
Q1 		$402K Sell
6,304
-18,104
-74% -$1.14M 0.12% 201
2017
Q4 		$1.62M Buy
24,408
+5,230
+27% +$360K 0.36% 55
2017
Q3 		$1.27M Buy
+19,178
New +$1.29M 0.3% 72

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Belpointe Asset Management's IDU Position: Q1 2025 in Review

Belpointe Asset Management sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 7,828 shares — an estimated $761K sold.

Belpointe Asset Management first reported a position in IDU in Q3 2017 and held it in 25 quarters. The position peaked at $1.62M in Q4 2017. 252 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

  • Belpointe Asset Management reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 7,828 iShares US Utilities ETF shares in Q1 2025, an estimated $761K.
  • Belpointe Asset Management first reported a position in iShares US Utilities ETF in Q3 2017 and held it in 25 quarters.
  • Belpointe Asset Management's iShares US Utilities ETF position peaked at $1.62M in Q4 2017.
  • 252 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.