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Blue Trust Inc’s iShares US Utilities ETF IDU Stock Holding History

Blue Trust Inc’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
Q1 		– Sell
-642
Closed -$52K – 2460
2022
Q4 		$52K Buy
+642
New +$53.9K ﹤0.01% 895

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Blue Trust Inc's IDU Position: Q1 2023 in Review

Blue Trust Inc sold out of iShares US Utilities ETF (IDU) in Q1 2023, closing a stake of 642 shares — an estimated $52K sold.

Blue Trust Inc first reported a position in IDU in Q4 2022 and held it in 1 quarter. The position peaked at $52K in Q4 2022. 218 funds tracked by Wall St. Rank hold IDU as of Q1 2023.

  • Blue Trust Inc reported no remaining iShares US Utilities ETF position as of Q1 2023 after selling out during the quarter.
  • Blue Trust Inc sold 642 iShares US Utilities ETF shares in Q1 2023, an estimated $52K.
  • Blue Trust Inc first reported a position in iShares US Utilities ETF in Q4 2022 and held it in 1 quarter.
  • Blue Trust Inc's iShares US Utilities ETF position peaked at $52K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2023.

Based on Blue Trust Inc's 13F filing for Q1 2023, filed 17 Apr 2023.