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Connectus Wealth’s iShares US Utilities ETF IDU Stock Holding History

Connectus Wealth’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
2024
Q1 		– Sell
-35,787
Closed -$2.87M – 420
2023
Q4 		$2.87M Buy
+35,787
New +$2.74M 0.06% 214
2023
Q1 		– Sell
-4,986
Closed -$433K – 449
2022
Q4 		$433K Buy
+4,986
New +$418K 0.01% 352

Other funds holding IDU

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
LIA
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Connectus Wealth's IDU Position: Q1 2024 in Review

Connectus Wealth sold out of iShares US Utilities ETF (IDU) in Q1 2024, closing a stake of 35,787 shares — an estimated $2.87M sold.

Connectus Wealth first reported a position in IDU in Q4 2022 and held it in 2 quarters. The position peaked at $2.87M in Q4 2023. 206 funds tracked by Wall St. Rank hold IDU as of Q1 2024.

  • Connectus Wealth reported no remaining iShares US Utilities ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 35,787 iShares US Utilities ETF shares in Q1 2024, an estimated $2.87M.
  • Connectus Wealth first reported a position in iShares US Utilities ETF in Q4 2022 and held it in 2 quarters.
  • Connectus Wealth's iShares US Utilities ETF position peaked at $2.87M in Q4 2023.
  • 206 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.