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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,100	Closed	-$720K	–	511
2025 Q1	$720K	Sell	7,100 -6,554	-48%	-$665K	0.01%	375
2024 Q4	$1.31M	Buy	13,654 +6,060	+80%	+$583K	0.02%	288
2024 Q3	$775K	Hold	7,594	–	–	0.01%	355
2024 Q2	$667K	Buy	+7,594	New	+$667K	0.01%	381