Mercer Global Advisors’s iShares US Utilities ETF IDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$664K	Sell	5,718 -633	-10%	-$72K	﹤0.01%	1792
2025 Q4	$688K	Buy	6,351 +282	+5%	+$31.5K	﹤0.01%	1663
2025 Q3	$673K	Buy	6,069 +555	+10%	+$59.8K	﹤0.01%	1575
2025 Q2	$577K	Buy	5,514 +356	+7%	+$36.5K	﹤0.01%	1495
2025 Q1	$523K	Sell	5,158 -22	-0.4%	-$2.2K	﹤0.01%	1452
2024 Q4	$498K	Sell	5,180 -392	-7%	-$39.5K	﹤0.01%	1459
2024 Q3	$573K	Sell	5,572 -52	-0.9%	-$4.92K	﹤0.01%	1266
2024 Q2	$494K	Sell	5,624 -892	-14%	-$78.4K	﹤0.01%	1309
2024 Q1	$551K	Buy	6,516 +182	+3%	+$14.5K	﹤0.01%	1226
2023 Q4	$506K	Sell	6,334 -812	-11%	-$62.2K	﹤0.01%	1323
2023 Q3	$526K	Sell	7,146 -980	-12%	-$78.6K	﹤0.01%	1226
2023 Q2	$664K	Buy	8,126 +44	+0.5%	+$3.66K	﹤0.01%	1107
2023 Q1	$677K	Buy	8,082 +4,496	+125%	+$375K	﹤0.01%	1062
2022 Q4	$310K	Buy	3,586 +424	+13%	+$35.6K	﹤0.01%	1484
2022 Q3	$257K	Buy	3,162 +450	+17%	+$40.5K	﹤0.01%	1507
2022 Q2	$232K	Sell	2,712 -54	-2%	-$4.77K	﹤0.01%	1562
2022 Q1	$252K	Hold	2,766	–	–	﹤0.01%	1602
2021 Q4	$245K	Buy	+2,766	New	+$231K	﹤0.01%	1563