Cerity Partners’s iShares US Utilities ETF IDU Stock Holding History

Cerity 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
2026 Q1	$1.79M	Sell	15,391 -2,220	-13%	-$252K	﹤0.01%	1552
2025 Q4	$1.91M	Buy	17,611 +309	+2%	+$34.5K	﹤0.01%	1391
2025 Q3	$1.92M	Buy	17,302 +330	+2%	+$35.6K	﹤0.01%	1308
2025 Q2	$1.77M	Hold	16,972	–	–	﹤0.01%	1274
2025 Q1	$1.72M	Sell	16,972 -1,294	-7%	-$129K	﹤0.01%	1187
2024 Q4	$1.76M	Buy	18,266 +3,794	+26%	+$382K	﹤0.01%	1162
2024 Q3	$1.48M	Buy	14,472 +11,972	+479%	+$1.13M	﹤0.01%	1229
2024 Q2	$220K	Buy	+2,500	New	+$220K	﹤0.01%	1984

Other funds holding IDU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners's IDU Position: Q1 2026 in Review

Cerity Partners reduced its iShares US Utilities ETF (IDU) stake by 13% in Q1 2026, selling an estimated $252K and leaving 15,391 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Cerity Partners first reported a position in IDU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.92M in Q3 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Cerity Partners held 15,391 shares of iShares US Utilities ETF worth $1.79M as of Q1 2026.
Cerity Partners sold 2,220 iShares US Utilities ETF shares in Q1 2026, an estimated $252K.
iShares US Utilities ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1552 holding.
Cerity Partners first reported a position in iShares US Utilities ETF in Q2 2024 and has held it in 8 quarters since.
Cerity Partners's iShares US Utilities ETF position peaked at $1.92M in Q3 2025.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.