Kore Private Wealth’s iShares US Utilities ETF IDU Stock Holding History

Kore Private Wealth’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
2021 Q4	–	Sell	-8,123	Closed	-$641K	–	380
2021 Q3	$641K	Buy	8,123 +2,730	+51%	+$225K	0.07%	200
2021 Q2	$423K	Buy	+5,393	New	+$437K	0.05%	248
2020 Q3	–	Sell	-408	Closed	-$28K	–	638
2020 Q2	$28K	Buy	408 +386	+1,755%	+$27.6K	0.01%	585
2020 Q1	$2K	Buy	+22	New	+$1.75K	﹤0.01%	921
2019 Q1	–	Sell	-854	Closed	-$57K	–	940
2018 Q4	$57K	Buy	+854	New	+$58.8K	0.02%	349

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LIA

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

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

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

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kore Private Wealth's IDU Position: Q4 2021 in Review

Kore Private Wealth sold out of iShares US Utilities ETF (IDU) in Q4 2021, closing a stake of 8,123 shares — an estimated $641K sold.

Kore Private Wealth first reported a position in IDU in Q4 2018 and held it in 5 quarters. The position peaked at $641K in Q3 2021. 198 funds tracked by Wall St. Rank hold IDU as of Q4 2021.

Kore Private Wealth reported no remaining iShares US Utilities ETF position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 8,123 iShares US Utilities ETF shares in Q4 2021, an estimated $641K.
Kore Private Wealth first reported a position in iShares US Utilities ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's iShares US Utilities ETF position peaked at $641K in Q3 2021.
198 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.