FHA
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First Horizon Advisors’s iShares US Utilities ETF IDU Stock Holding History

First Horizon 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
2025
Q1 		– Sell
-222
Closed -$21.4K – 2354
2024
Q4 		$21.4K Hold
222
– – ﹤0.01% 1309
2024
Q3 		$22.6K Buy
222
+1
+0.5% +$95 ﹤0.01% 1308
2024
Q2 		$19.4K Buy
221
+1
+0.5% +$88 ﹤0.01% 1286
2024
Q1 		$18.6K Buy
220
+1
+0.5% +$80 ﹤0.01% 1362
2023
Q4 		$17.6K Buy
219
+143
+188% +$11K ﹤0.01% 1378
2023
Q3 		$5.59K Hold
76
– – ﹤0.01% 1720
2023
Q2 		$6.21K Sell
76
-1,074
-93% -$89.4K ﹤0.01% 1725
2023
Q1 		$96.3K Buy
1,150
+1,074
+1,413% +$89.6K ﹤0.01% 651
2022
Q4 		$6.58K Hold
76
– – ﹤0.01% 1709
2022
Q3 		$6K Hold
76
– – ﹤0.01% 1703
2022
Q2 		$6K Buy
+76
New +$6.72K ﹤0.01% 1766
2022
Q1 		– Sell
-76
Closed -$6K – 1990
2021
Q4 		$6K Hold
76
– – ﹤0.01% 1703
2021
Q3 		$5K Hold
76
– – ﹤0.01% 1749
2021
Q2 		$5K Hold
76
– – ﹤0.01% 1531
2021
Q1 		$6K Buy
+76
New +$5.85K ﹤0.01% 1417
2017
Q3 		– Sell
-3,436
Closed -$223K – 1411
2017
Q2 		$223K Buy
+3,436
New +$226K 0.02% 294
2014
Q2 		– Sell
-230
Closed -$12K – 1517
2014
Q1 		$12K Hold
230
– – ﹤0.01% 921
2013
Q4 		$11K Hold
230
– – ﹤0.01% 906
2013
Q3 		$11K Buy
+230
New +$11K ﹤0.01% 805

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 $79.5B AUM 27.1% 1-Year Est. Return

First Horizon Advisors's IDU Position: Q1 2025 in Review

First Horizon Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 222 shares — an estimated $21.4K sold.

First Horizon Advisors first reported a position in IDU in Q3 2013 and held it in 19 quarters. The position peaked at $223K in Q2 2017. 251 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

  • First Horizon Advisors reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • First Horizon Advisors sold 222 iShares US Utilities ETF shares in Q1 2025, an estimated $21.4K.
  • First Horizon Advisors first reported a position in iShares US Utilities ETF in Q3 2013 and held it in 19 quarters.
  • First Horizon Advisors's iShares US Utilities ETF position peaked at $223K in Q2 2017.
  • 251 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on First Horizon Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.