Mercer Global Advisors’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 | $577K | Buy |
5,514
+356
| +7% | +$37.2K | ﹤0.01% | 1465 |
|
|
2025
Q1 | $523K | Sell |
5,158
-22
| -0.4% | -$2.23K | ﹤0.01% | 1452 |
|
|
2024
Q4 | $498K | Sell |
5,180
-392
| -7% | -$37.7K | ﹤0.01% | 1459 |
|
|
2024
Q3 | $573K | Sell |
5,572
-52
| -0.9% | -$5.34K | ﹤0.01% | 1266 |
|
|
2024
Q2 | $494K | Sell |
5,624
-892
| -14% | -$78.4K | ﹤0.01% | 1309 |
|
|
2024
Q1 | $551K | Buy |
6,516
+182
| +3% | +$15.4K | ﹤0.01% | 1226 |
|
|
2023
Q4 | $506K | Sell |
6,334
-812
| -11% | -$64.9K | ﹤0.01% | 1323 |
|
|
2023
Q3 | $526K | Sell |
7,146
-980
| -12% | -$72.1K | ﹤0.01% | 1226 |
|
|
2023
Q2 | $664K | Buy |
8,126
+44
| +0.5% | +$3.6K | ﹤0.01% | 1107 |
|
|
2023
Q1 | $677K | Buy |
8,082
+4,496
| +125% | +$377K | ﹤0.01% | 1062 |
|
|
2022
Q4 | $310K | Buy |
3,586
+424
| +13% | +$36.7K | ﹤0.01% | 1484 |
|
|
2022
Q3 | $257K | Buy |
3,162
+450
| +17% | +$36.6K | ﹤0.01% | 1507 |
|
|
2022
Q2 | $232K | Sell |
2,712
-54
| -2% | -$4.62K | ﹤0.01% | 1562 |
|
|
2022
Q1 | $252K | Hold |
2,766
| – | – | ﹤0.01% | 1602 |
|
|
2021
Q4 | $245K | Buy |
+2,766
| New | +$245K | ﹤0.01% | 1559 |
|