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Claraphi Advisory Network’s iShares US Utilities ETF IDU Stock Holding History

Claraphi Advisory Network’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
2022
Q4 		– Sell
-4,666
Closed -$379K – 189
2022
Q3 		$379K Buy
+4,666
New +$420K 0.21% 123

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Claraphi Advisory Network's IDU Position: Q4 2022 in Review

Claraphi Advisory Network sold out of iShares US Utilities ETF (IDU) in Q4 2022, closing a stake of 4,666 shares — an estimated $379K sold.

Claraphi Advisory Network first reported a position in IDU in Q3 2022 and held it in 1 quarter. The position peaked at $379K in Q3 2022. 238 funds tracked by Wall St. Rank hold IDU as of Q4 2022.

  • Claraphi Advisory Network reported no remaining iShares US Utilities ETF position as of Q4 2022 after selling out during the quarter.
  • Claraphi Advisory Network sold 4,666 iShares US Utilities ETF shares in Q4 2022, an estimated $379K.
  • Claraphi Advisory Network first reported a position in iShares US Utilities ETF in Q3 2022 and held it in 1 quarter.
  • Claraphi Advisory Network's iShares US Utilities ETF position peaked at $379K in Q3 2022.
  • 238 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.