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Elm Advisors’s iShares US Utilities ETF IDU Stock Holding History

Elm 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
2021
Q1 		– Sell
-200
Closed -$16K – 169
2020
Q4 		$16K Buy
+200
New +$15.6K 0.01% 217
2018
Q4 		– Sell
-200
Closed -$13K – 165
2018
Q3 		$13K Buy
+200
New +$13.5K 0.01% 244

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Elm Advisors's IDU Position: Q1 2021 in Review

Elm Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2021, closing a stake of 200 shares — an estimated $16K sold.

Elm Advisors first reported a position in IDU in Q3 2018 and held it in 2 quarters. The position peaked at $16K in Q4 2020. 188 funds tracked by Wall St. Rank hold IDU as of Q1 2021.

  • Elm Advisors reported no remaining iShares US Utilities ETF position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 200 iShares US Utilities ETF shares in Q1 2021, an estimated $16K.
  • Elm Advisors first reported a position in iShares US Utilities ETF in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's iShares US Utilities ETF position peaked at $16K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.