Gallagher Benefit Services’s iShares US Utilities ETF IDU Stock Holding History

Gallagher Benefit Services’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 Q4	$206K	Buy	+2,378	New	+$200K	0.04%	174

Other funds holding IDU

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MWM

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gallagher Benefit Services's IDU Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares US Utilities ETF (IDU) in Q4 2022: 2,378 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #174 among its holdings.

238 funds tracked by Wall St. Rank hold IDU as of Q4 2022.

Gallagher Benefit Services held 2,378 shares of iShares US Utilities ETF worth $206K as of Q4 2022.
iShares US Utilities ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares US Utilities ETF made up 0.04% of Gallagher Benefit Services's portfolio in Q4 2022, its #174 holding.
238 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.