Comerica Securities’s iShares US Utilities ETF IDU Stock Holding History

Comerica Securities’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 Q3	$2.1M	Buy	28,348 +114	+0.4%	+$9.15K	0.17%	127
2023 Q2	$2.31M	Buy	28,234 +791	+3%	+$65.9K	0.16%	138
2023 Q1	$2.3M	Buy	27,443 +2,097	+8%	+$175K	0.17%	138
2022 Q4	$2.19M	Buy	25,346 +720	+3%	+$60.4K	0.16%	142
2022 Q3	$2M	Buy	+24,626	New	+$2.22M	0.16%	137
2021 Q2	–	Sell	-3,350	Closed	-$267K	–	495
2021 Q1	$267K	Buy	3,350 +101	+3%	+$7.78K	0.02%	438
2020 Q4	$252K	Buy	3,249 +307	+10%	+$23.9K	0.02%	420
2020 Q3	$215K	Buy	2,942 +42	+1%	+$3.08K	0.02%	418
2020 Q2	$203K	Buy	+2,900	New	+$207K	0.02%	418
2020 Q1	–	Sell	-2,944	Closed	-$239K	–	433
2019 Q4	$239K	Buy	+2,944	New	+$235K	0.02%	394

Other funds holding IDU

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

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

Bank of America

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

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return