First Manhattan’s iShares US Utilities ETF IDU Stock Holding History

First Manhattan’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
2023 Q4	–	Sell	-119	Closed	-$8.83K	–	1497
2023 Q3	$8.83K	Hold	119	–	–	﹤0.01%	1154
2023 Q2	$9.81K	Hold	119	–	–	﹤0.01%	1148
2023 Q1	$10K	Hold	119	–	–	﹤0.01%	1210
2022 Q4	$10.4K	Hold	119	–	–	﹤0.01%	1244
2022 Q3	$9K	Sell	119 -9	-7%	-$810	﹤0.01%	1223
2022 Q2	$11K	Hold	128	–	–	﹤0.01%	1212
2022 Q1	$11K	Buy	128 +9	+8%	+$765	﹤0.01%	1259
2021 Q4	$10K	Hold	119	–	–	﹤0.01%	1278
2021 Q3	$9K	Hold	119	–	–	﹤0.01%	1306
2021 Q2	$9K	Hold	119	–	–	﹤0.01%	1299
2021 Q1	$9K	Hold	119	–	–	﹤0.01%	1249
2020 Q4	$9K	Sell	119 -1	-0.8%	-$78	﹤0.01%	1155
2020 Q3	$8K	Hold	120	–	–	﹤0.01%	1150
2020 Q2	$8K	Hold	120	–	–	﹤0.01%	1189
2020 Q1	$8K	Hold	120	–	–	﹤0.01%	1172
2019 Q4	$9K	Hold	120	–	–	﹤0.01%	1148
2019 Q3	$9K	Hold	120	–	–	﹤0.01%	1160
2019 Q2	$9K	Hold	120	–	–	﹤0.01%	1189
2019 Q1	$8K	Hold	120	–	–	﹤0.01%	1219
2018 Q4	$8K	Hold	120	–	–	﹤0.01%	1193
2018 Q3	$8K	Hold	120	–	–	﹤0.01%	1250
2018 Q2	$7K	Hold	120	–	–	﹤0.01%	1224
2018 Q1	$7K	Hold	120	–	–	﹤0.01%	1226
2017 Q4	$7K	Hold	120	–	–	﹤0.01%	1277
2017 Q3	$7K	Buy	+120	New	+$8.07K	﹤0.01%	1253

Other funds holding IDU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Manhattan's IDU Position: Q4 2023 in Review

First Manhattan sold out of iShares US Utilities ETF (IDU) in Q4 2023, closing a stake of 119 shares — an estimated $8.83K sold.

First Manhattan first reported a position in IDU in Q3 2017 and held it in 25 quarters. The position peaked at $11K in Q2 2022. 216 funds tracked by Wall St. Rank hold IDU as of Q4 2023.

First Manhattan reported no remaining iShares US Utilities ETF position as of Q4 2023 after selling out during the quarter.
First Manhattan sold 119 iShares US Utilities ETF shares in Q4 2023, an estimated $8.83K.
First Manhattan first reported a position in iShares US Utilities ETF in Q3 2017 and held it in 25 quarters.
First Manhattan's iShares US Utilities ETF position peaked at $11K in Q2 2022.
216 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2023.

Based on First Manhattan's 13F filing for Q4 2023, filed 13 Feb 2024.