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Morningstar Investment Services’s iShares US Utilities ETF IDU Stock Holding History

Morningstar Investment Services’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
2019
Q1 		– Sell
-132,808
Closed -$8.91M – 213
2018
Q4 		$8.91M Sell
132,808
-1,802
-1% -$124K 0.17% 105
2018
Q3 		$9.02M Buy
134,610
+2,120
+2% +$143K 0.16% 111
2018
Q2 		$8.74M Buy
132,490
+4,248
+3% +$271K 0.16% 113
2018
Q1 		$8.17M Buy
128,242
+46,192
+56% +$2.91M 0.16% 115
2017
Q4 		$5.45M Buy
82,050
+6,262
+8% +$431K 0.11% 116
2017
Q3 		$5.04M Buy
75,788
+5,282
+7% +$355K 0.11% 118
2017
Q2 		$4.58M Buy
70,506
+8,516
+14% +$560K 0.11% 117
2017
Q1 		$3.98M Buy
61,990
+27,592
+80% +$1.73M 0.1% 119
2016
Q4 		$2.1M Buy
34,398
+2,524
+8% +$151K 0.07% 124
2016
Q3 		$1.95M Buy
31,874
+706
+2% +$44.8K 0.06% 142
2016
Q2 		$2.04M Buy
31,168
+1,728
+6% +$107K 0.06% 141
2016
Q1 		$1.82M Buy
+29,440
New +$1.69M 0.06% 155

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Morningstar Investment Services's IDU Position: Q1 2019 in Review

Morningstar Investment Services sold out of iShares US Utilities ETF (IDU) in Q1 2019, closing a stake of 132,808 shares — an estimated $8.91M sold.

Morningstar Investment Services first reported a position in IDU in Q1 2016 and held it in 12 quarters. The position peaked at $9.02M in Q3 2018. 160 funds tracked by Wall St. Rank hold IDU as of Q1 2019.

  • Morningstar Investment Services reported no remaining iShares US Utilities ETF position as of Q1 2019 after selling out during the quarter.
  • Morningstar Investment Services sold 132,808 iShares US Utilities ETF shares in Q1 2019, an estimated $8.91M.
  • Morningstar Investment Services first reported a position in iShares US Utilities ETF in Q1 2016 and held it in 12 quarters.
  • Morningstar Investment Services's iShares US Utilities ETF position peaked at $9.02M in Q3 2018.
  • 160 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2019.

Based on Morningstar Investment Services's 13F filing for Q1 2019, filed 13 May 2019.