Envestnet Portfolio Solutions
IDU icon

Envestnet Portfolio Solutions’s iShares US Utilities ETF IDU Stock Holding History

Envestnet Portfolio Solutions’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
-2,156
Closed -$207K – 1669
2024
Q4 		$207K Buy
2,156
+16
+0.7% +$1.61K ﹤0.01% 1677
2024
Q3 		$218K Sell
2,140
-202
-9% -$19.1K ﹤0.01% 1610
2024
Q2 		$206K Sell
2,342
-450
-16% -$39.5K ﹤0.01% 1581
2024
Q1 		$236K Buy
2,792
+259
+10% +$20.6K ﹤0.01% 1475
2023
Q4 		$202K Buy
+2,533
New +$194K ﹤0.01% 1493

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

Envestnet Portfolio Solutions's IDU Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 2,156 shares — an estimated $207K sold.

Envestnet Portfolio Solutions first reported a position in IDU in Q4 2023 and held it in 5 quarters. The position peaked at $236K in Q1 2024. 251 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,156 iShares US Utilities ETF shares in Q1 2025, an estimated $207K.
  • Envestnet Portfolio Solutions first reported a position in iShares US Utilities ETF in Q4 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's iShares US Utilities ETF position peaked at $236K in Q1 2024.
  • 251 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.