Mid Atlantic Financial Management’s iShares US Utilities ETF IDU Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$203K	Sell	2,577 -581	-18%	-$48K	0.01%	826
2021 Q2	$248K	Buy	3,158 +423	+15%	+$34.3K	0.02%	745
2021 Q1	$218K	Buy	+2,735	New	+$211K	0.02%	741
2019 Q2	–	Sell	-3,024	Closed	-$223K	–	759
2019 Q1	$223K	Sell	3,024 -692	-19%	-$48.8K	0.02%	597
2018 Q4	$249K	Buy	+3,716	New	+$256K	0.03%	522

Other funds holding IDU

DWM

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

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

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

CCT

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

Mid Atlantic Financial Management's IDU Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares US Utilities ETF (IDU) stake by 18% in Q3 2021, selling an estimated $48K and leaving 2,577 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #826.

Mid Atlantic Financial Management first reported a position in IDU in Q4 2018 and has held it in 5 quarters since. The position peaked at $249K in Q4 2018. 183 funds tracked by Wall St. Rank hold IDU as of Q3 2021.

Mid Atlantic Financial Management held 2,577 shares of iShares US Utilities ETF worth $203K as of Q3 2021.
Mid Atlantic Financial Management sold 581 iShares US Utilities ETF shares in Q3 2021, an estimated $48K.
iShares US Utilities ETF made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #826 holding.
Mid Atlantic Financial Management first reported a position in iShares US Utilities ETF in Q4 2018 and has held it in 5 quarters since.
Mid Atlantic Financial Management's iShares US Utilities ETF position peaked at $249K in Q4 2018.
183 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.