Global Wealth Management Investment Advisory’s iShares US Utilities ETF IDU Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-220	Closed	-$15K	–	523
2020 Q2	$15K	Hold	220	–	–	0.01%	300
2020 Q1	$15K	Hold	220	–	–	0.01%	285
2019 Q4	$18K	Hold	220	–	–	0.01%	274
2019 Q3	$18K	Hold	220	–	–	0.01%	261
2019 Q2	$17K	Hold	220	–	–	0.01%	293
2019 Q1	$16K	Hold	220	–	–	0.01%	327
2018 Q4	$15K	Buy	+220	New	+$15.1K	0.01%	328

Other funds holding IDU

DWM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

LIA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's IDU Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of iShares US Utilities ETF (IDU) in Q3 2020, closing a stake of 220 shares — an estimated $15K sold.

Global Wealth Management Investment Advisory first reported a position in IDU in Q4 2018 and held it in 7 quarters. The position peaked at $18K in Q4 2019. 175 funds tracked by Wall St. Rank hold IDU as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining iShares US Utilities ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 220 iShares US Utilities ETF shares in Q3 2020, an estimated $15K.
Global Wealth Management Investment Advisory first reported a position in iShares US Utilities ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's iShares US Utilities ETF position peaked at $18K in Q4 2019.
175 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.