Financial Gravity Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Financial Gravity Asset 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
2019 Q4	$162K	Buy	+538	New	+$42.9K	0.11%	164

Other funds holding IDU

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Financial Gravity Asset Management's IDU Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in iShares US Utilities ETF (IDU) in Q4 2019: 538 shares worth $162K. The stake represents 0.11% of the portfolio and ranks #164 among its holdings.

195 funds tracked by Wall St. Rank hold IDU as of Q4 2019.

Financial Gravity Asset Management held 538 shares of iShares US Utilities ETF worth $162K as of Q4 2019.
iShares US Utilities ETF was a new Financial Gravity Asset Management position in Q4 2019.
iShares US Utilities ETF made up 0.11% of Financial Gravity Asset Management's portfolio in Q4 2019, its #164 holding.
195 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.