Cardan Capital Partners’s iShares US Utilities ETF IDU Stock Holding History

Cardan Capital Partners’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 Q3	$8.03M	Buy	101,769 +9,520	+10%	+$786K	0.9%	41
2021 Q2	$7.24M	Buy	92,249 +4,105	+5%	+$333K	0.81%	45
2021 Q1	$7.01M	Buy	+88,144	New	+$6.79M	0.84%	43
2018 Q1	–	Sell	-3,198	Closed	-$212K	–	190
2017 Q4	$212K	Buy	+3,198	New	+$220K	0.04%	121

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 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

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

RJFSA

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

Cardan Capital Partners's IDU Position: Q3 2021 in Review

Cardan Capital Partners increased its iShares US Utilities ETF (IDU) stake by 10% in Q3 2021, buying an estimated $786K and bringing the position to 101,769 shares worth $8.03M. The position accounts for 0.9% of the portfolio, ranked #41.

Cardan Capital Partners first reported a position in IDU in Q4 2017 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold IDU as of Q3 2021.

Cardan Capital Partners held 101,769 shares of iShares US Utilities ETF worth $8.03M as of Q3 2021.
Cardan Capital Partners bought 9,520 iShares US Utilities ETF shares in Q3 2021, an estimated $786K.
iShares US Utilities ETF made up 0.9% of Cardan Capital Partners's portfolio in Q3 2021, its #41 holding.
Cardan Capital Partners first reported a position in iShares US Utilities ETF in Q4 2017 and has held it in 4 quarters since.
183 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.