Clearwater Capital Advisors’s iShares US Utilities ETF IDU Stock Holding History

Clearwater Capital Advisors’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	-3,700	Closed	-$310K	–	156
2023 Q1	$310K	Hold	3,700	–	–	0.04%	112
2022 Q4	$320K	Hold	3,700	–	–	0.04%	115
2022 Q3	$300K	Hold	3,700	–	–	0.04%	120
2022 Q2	$317K	Hold	3,700	–	–	0.04%	112
2022 Q1	$337K	Hold	3,700	–	–	0.04%	125
2021 Q4	$327K	Sell	3,700 -140	-4%	-$11.7K	0.04%	132
2021 Q3	$303K	Hold	3,840	–	–	0.04%	133
2021 Q2	$301K	Hold	3,840	–	–	0.04%	136
2021 Q1	$306K	Sell	3,840 -750	-16%	-$57.7K	0.04%	127
2020 Q4	$356K	Hold	4,590	–	–	0.05%	114
2020 Q3	$335K	Hold	4,590	–	–	0.05%	111
2020 Q2	$322K	Hold	4,590	–	–	0.05%	113
2020 Q1	$317K	Hold	4,590	–	–	0.07%	116
2019 Q4	$372K	Sell	4,590 -800	-15%	-$63.8K	0.06%	141
2019 Q3	$439K	Hold	5,390	–	–	0.08%	144
2019 Q2	$406K	Hold	5,390	–	–	0.07%	153
2019 Q1	$397K	Hold	5,390	–	–	0.07%	154
2018 Q4	$362K	Hold	5,390	–	–	0.08%	161
2018 Q3	$361K	Hold	5,390	–	–	0.07%	152
2018 Q2	$356K	Hold	5,390	–	–	0.07%	146
2018 Q1	$343K	Buy	+5,390	New	+$339K	0.07%	146

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clearwater Capital Advisors's IDU Position: Q2 2023 in Review

Clearwater Capital Advisors sold out of iShares US Utilities ETF (IDU) in Q2 2023, closing a stake of 3,700 shares — an estimated $310K sold.

Clearwater Capital Advisors first reported a position in IDU in Q1 2018 and held it in 21 quarters. The position peaked at $439K in Q3 2019. 215 funds tracked by Wall St. Rank hold IDU as of Q2 2023.

Clearwater Capital Advisors reported no remaining iShares US Utilities ETF position as of Q2 2023 after selling out during the quarter.
Clearwater Capital Advisors sold 3,700 iShares US Utilities ETF shares in Q2 2023, an estimated $310K.
Clearwater Capital Advisors first reported a position in iShares US Utilities ETF in Q1 2018 and held it in 21 quarters.
Clearwater Capital Advisors's iShares US Utilities ETF position peaked at $439K in Q3 2019.
215 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2023.

Based on Clearwater Capital Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.