Howe & Rusling’s iShares US Utilities ETF IDU Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-32	Closed	-$2K	–	965
2020 Q3	$2K	Buy	+32	New	+$2.35K	﹤0.01%	709
2014 Q3	–	Sell	-42	Closed	-$2K	–	906
2014 Q2	$2K	Buy	+42	New	+$2.24K	﹤0.01%	706

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

Howe & Rusling's IDU Position: Q4 2020 in Review

Howe & Rusling sold out of iShares US Utilities ETF (IDU) in Q4 2020, closing a stake of 32 shares — an estimated $2K sold.

Howe & Rusling first reported a position in IDU in Q2 2014 and held it in 2 quarters. The position peaked at $2K in Q3 2020. 187 funds tracked by Wall St. Rank hold IDU as of Q4 2020.

Howe & Rusling reported no remaining iShares US Utilities ETF position as of Q4 2020 after selling out during the quarter.
Howe & Rusling sold 32 iShares US Utilities ETF shares in Q4 2020, an estimated $2K.
Howe & Rusling first reported a position in iShares US Utilities ETF in Q2 2014 and held it in 2 quarters.
Howe & Rusling's iShares US Utilities ETF position peaked at $2K in Q3 2020.
187 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2020.

Based on Howe & Rusling's 13F filing for Q4 2020, filed 8 Feb 2021.