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FourThought Financial’s iShares US Utilities ETF IDU Stock Holding History

FourThought Financial’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
2022
Q3 		$24K Hold
300
– – ﹤0.01% 820
2022
Q2 		$26K Hold
300
– – ﹤0.01% 800
2022
Q1 		$27K Buy
+300
New +$25.5K ﹤0.01% 831

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 $424B AUM 22.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

FourThought Financial's IDU Position: Q3 2022 in Review

FourThought Financial held its iShares US Utilities ETF (IDU) position steady in Q3 2022 at 300 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

FourThought Financial first reported a position in IDU in Q1 2022 and has held it in 3 quarters since. The position peaked at $27K in Q1 2022. 222 funds tracked by Wall St. Rank hold IDU as of Q3 2022.

  • FourThought Financial held 300 shares of iShares US Utilities ETF worth $24K as of Q3 2022.
  • FourThought Financial left its iShares US Utilities ETF share count unchanged in Q3 2022.
  • iShares US Utilities ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #820 holding.
  • FourThought Financial first reported a position in iShares US Utilities ETF in Q1 2022 and has held it in 3 quarters since.
  • FourThought Financial's iShares US Utilities ETF position peaked at $27K in Q1 2022.
  • 222 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.