J. Safra Sarasin Holding’s iShares US Utilities ETF IDU Stock Holding History

J. Safra Sarasin Holding’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
2025 Q2	–	Sell	-7,100	Closed	-$720K	–	511
2025 Q1	$720K	Sell	7,100 -6,554	-48%	-$655K	0.01%	375
2024 Q4	$1.31M	Buy	13,654 +6,060	+80%	+$611K	0.02%	290
2024 Q3	$775K	Hold	7,594	–	–	0.01%	356
2024 Q2	$667K	Buy	+7,594	New	+$667K	0.01%	381

Other funds holding IDU

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

LIA

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

J. Safra Sarasin Holding's IDU Position: Q2 2025 in Review

J. Safra Sarasin Holding sold out of iShares US Utilities ETF (IDU) in Q2 2025, closing a stake of 7,100 shares — an estimated $720K sold.

J. Safra Sarasin Holding first reported a position in IDU in Q2 2024 and held it in 4 quarters. The position peaked at $1.31M in Q4 2024. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

J. Safra Sarasin Holding reported no remaining iShares US Utilities ETF position as of Q2 2025 after selling out during the quarter.
J. Safra Sarasin Holding sold 7,100 iShares US Utilities ETF shares in Q2 2025, an estimated $720K.
J. Safra Sarasin Holding first reported a position in iShares US Utilities ETF in Q2 2024 and held it in 4 quarters.
J. Safra Sarasin Holding's iShares US Utilities ETF position peaked at $1.31M in Q4 2024.
264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2025, filed 21 Jul 2025.