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Coldstream Capital Management’s iShares US Utilities ETF IDU Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-242
Closed -$24.5K – 2143
2025
Q1 		$24.5K Buy
+242
New +$24.2K ﹤0.01% 2016

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Coldstream Capital Management's IDU Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares US Utilities ETF (IDU) in Q2 2025, closing a stake of 242 shares — an estimated $24.5K sold.

Coldstream Capital Management first reported a position in IDU in Q1 2025 and held it in 1 quarter. The position peaked at $24.5K in Q1 2025. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares US Utilities ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 242 iShares US Utilities ETF shares in Q2 2025, an estimated $24.5K.
  • Coldstream Capital Management first reported a position in iShares US Utilities ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares US Utilities ETF position peaked at $24.5K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.