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Concurrent Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History

Concurrent Investment 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
2025
Q1 		– Sell
-50,212
Closed -$4.83M – 1286
2024
Q4 		$4.83M Buy
50,212
+3,556
+8% +$358K 0.13% 162
2024
Q3 		$4.76M Buy
46,656
+579
+1% +$54.8K 0.14% 154
2024
Q2 		$4.05M Buy
+46,077
New +$4.05M 0.13% 156

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Concurrent Investment Advisors's IDU Position: Q1 2025 in Review

Concurrent Investment Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 50,212 shares — an estimated $4.83M sold.

Concurrent Investment Advisors first reported a position in IDU in Q2 2024 and held it in 3 quarters. The position peaked at $4.83M in Q4 2024. 251 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

  • Concurrent Investment Advisors reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 50,212 iShares US Utilities ETF shares in Q1 2025, an estimated $4.83M.
  • Concurrent Investment Advisors first reported a position in iShares US Utilities ETF in Q2 2024 and held it in 3 quarters.
  • Concurrent Investment Advisors's iShares US Utilities ETF position peaked at $4.83M in Q4 2024.
  • 251 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Concurrent Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.