MRCM
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M&R Capital Management’s iShares US Utilities ETF IDU Stock Holding History

M&R Capital Management’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
2023
Q1 		– Sell
-444
Closed -$38.4K – 624
2022
Q4 		$38.4K Buy
+444
New +$37.3K 0.01% 249

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

M&R Capital Management's IDU Position: Q1 2023 in Review

M&R Capital Management sold out of iShares US Utilities ETF (IDU) in Q1 2023, closing a stake of 444 shares — an estimated $38.4K sold.

M&R Capital Management first reported a position in IDU in Q4 2022 and held it in 1 quarter. The position peaked at $38.4K in Q4 2022. 218 funds tracked by Wall St. Rank hold IDU as of Q1 2023.

  • M&R Capital Management reported no remaining iShares US Utilities ETF position as of Q1 2023 after selling out during the quarter.
  • M&R Capital Management sold 444 iShares US Utilities ETF shares in Q1 2023, an estimated $38.4K.
  • M&R Capital Management first reported a position in iShares US Utilities ETF in Q4 2022 and held it in 1 quarter.
  • M&R Capital Management's iShares US Utilities ETF position peaked at $38.4K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2023.

Based on M&R Capital Management's 13F filing for Q1 2023, filed 3 Apr 2023.