Carmichael Hill & Associates’s iShares US Utilities ETF IDU Stock Holding History

Carmichael Hill & Associates’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 Q2	–	Sell	-220	Closed	-$18.4K	–	803
2023 Q1	$18.4K	Hold	220	–	–	0.01%	468
2022 Q4	$19K	Hold	220	–	–	0.01%	470
2022 Q3	$18K	Hold	220	–	–	0.01%	492
2022 Q2	$19K	Hold	220	–	–	0.01%	478
2022 Q1	$20K	Hold	220	–	–	0.01%	498
2021 Q4	$19K	Hold	220	–	–	0.01%	524
2021 Q3	$17K	Hold	220	–	–	0.01%	532
2021 Q2	$17K	Hold	220	–	–	0.01%	537
2021 Q1	$18K	Hold	220	–	–	0.01%	509
2020 Q4	$17K	Hold	220	–	–	0.01%	492
2020 Q3	$16K	Hold	220	–	–	0.01%	455
2020 Q2	$15K	Hold	220	–	–	0.01%	440
2020 Q1	$15K	Hold	220	–	–	0.01%	403
2019 Q4	$18K	Buy	+220	New	+$17.5K	0.01%	408

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carmichael Hill & Associates's IDU Position: Q2 2023 in Review

Carmichael Hill & Associates sold out of iShares US Utilities ETF (IDU) in Q2 2023, closing a stake of 220 shares — an estimated $18.4K sold.

Carmichael Hill & Associates first reported a position in IDU in Q4 2019 and held it in 14 quarters. The position peaked at $20K in Q1 2022. 215 funds tracked by Wall St. Rank hold IDU as of Q2 2023.

Carmichael Hill & Associates reported no remaining iShares US Utilities ETF position as of Q2 2023 after selling out during the quarter.
Carmichael Hill & Associates sold 220 iShares US Utilities ETF shares in Q2 2023, an estimated $18.4K.
Carmichael Hill & Associates first reported a position in iShares US Utilities ETF in Q4 2019 and held it in 14 quarters.
Carmichael Hill & Associates's iShares US Utilities ETF position peaked at $20K in Q1 2022.
215 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2023.

Based on Carmichael Hill & Associates's 13F filing for Q2 2023, filed 4 Aug 2023.