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

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

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

Bank of America

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

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

Royal Bank of Canada

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

Commonwealth Equity Services

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

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

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