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Moloney Securities Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$9.22M Buy
+83,105
New +$8.96M 1.1% 18
2025
Q1 		– Sell
-84,082
Closed -$8.09M – 496
2024
Q4 		$8.09M Buy
84,082
+688
+0.8% +$69.3K 1.09% 15
2024
Q3 		$8.51M Buy
83,394
+3,158
+4% +$299K 1.14% 12
2024
Q2 		$7.05M Buy
+80,236
New +$7.05M 1.02% 17
2021
Q4 		– Sell
-2,836
Closed -$224K – 458
2021
Q3 		$224K Sell
2,836
-60
-2% -$4.95K 0.04% 372
2021
Q2 		$227K Hold
2,896
– – 0.04% 374
2021
Q1 		$230K Sell
2,896
-180
-6% -$13.9K 0.05% 350
2020
Q4 		$239K Buy
+3,076
New +$240K 0.05% 326
2020
Q2 		– Sell
-3,796
Closed -$262K – 312
2020
Q1 		$262K Buy
3,796
+144
+4% +$11.5K 0.09% 209
2019
Q4 		$296K Buy
+3,652
New +$291K 0.09% 257

Other funds holding IDU

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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Moloney Securities Asset Management's IDU Position: Q3 2025 in Review

Moloney Securities Asset Management opened a new position in iShares US Utilities ETF (IDU) in Q3 2025: 83,105 shares worth $9.22M. The stake represents 1.1% of the portfolio and ranks #18 among its holdings. This is a return to the name: Moloney Securities Asset Management previously reported a position in IDU as recently as Q4 2024.

Moloney Securities Asset Management first reported a position in IDU in Q4 2019 and has held it in 10 quarters since. 272 funds tracked by Wall St. Rank hold IDU as of Q3 2025.

  • Moloney Securities Asset Management held 83,105 shares of iShares US Utilities ETF worth $9.22M as of Q3 2025.
  • iShares US Utilities ETF was a new Moloney Securities Asset Management position in Q3 2025.
  • iShares US Utilities ETF made up 1.1% of Moloney Securities Asset Management's portfolio in Q3 2025, its #18 holding.
  • Moloney Securities Asset Management first reported a position in iShares US Utilities ETF in Q4 2019 and has held it in 10 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.