EWM
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EPG Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-8
Closed -$1K – 420
2020
Q1 		$1K Hold
8
– – ﹤0.01% 739
2019
Q4 		$1K Buy
+8
New +$638 ﹤0.01% 633

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

EPG Wealth Management's IDU Position: Q2 2020 in Review

EPG Wealth Management sold out of iShares US Utilities ETF (IDU) in Q2 2020, closing a stake of 8 shares — an estimated $1K sold.

EPG Wealth Management first reported a position in IDU in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 184 funds tracked by Wall St. Rank hold IDU as of Q2 2020.

  • EPG Wealth Management reported no remaining iShares US Utilities ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 8 iShares US Utilities ETF shares in Q2 2020, an estimated $1K.
  • EPG Wealth Management first reported a position in iShares US Utilities ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's iShares US Utilities ETF position peaked at $1K in Q1 2020.
  • 184 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.