MV Capital Management’s iShares US Utilities ETF IDU Stock Holding History

MV Capital 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
2023 Q3	–	Sell	-500	Closed	-$40.9K	–	675
2023 Q2	$40.9K	Hold	500	–	–	0.01%	317
2023 Q1	$41.9K	Hold	500	–	–	0.01%	305
2022 Q4	$43.3K	Hold	500	–	–	0.01%	244
2022 Q3	$41K	Hold	500	–	–	0.01%	238
2022 Q2	$43K	Hold	500	–	–	0.01%	231
2022 Q1	$46K	Hold	500	–	–	0.01%	231
2021 Q4	$44K	Hold	500	–	–	0.01%	226
2021 Q3	$39K	Sell	500 -562	-53%	-$46.4K	0.01%	227
2021 Q2	$83K	Hold	1,062	–	–	0.01%	163
2021 Q1	$84K	Buy	+1,062	New	+$81.8K	0.02%	149

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MV Capital Management's IDU Position: Q3 2023 in Review

MV Capital Management sold out of iShares US Utilities ETF (IDU) in Q3 2023, closing a stake of 500 shares — an estimated $40.9K sold.

MV Capital Management first reported a position in IDU in Q1 2021 and held it in 10 quarters. The position peaked at $84K in Q1 2021. 202 funds tracked by Wall St. Rank hold IDU as of Q3 2023.

MV Capital Management reported no remaining iShares US Utilities ETF position as of Q3 2023 after selling out during the quarter.
MV Capital Management sold 500 iShares US Utilities ETF shares in Q3 2023, an estimated $40.9K.
MV Capital Management first reported a position in iShares US Utilities ETF in Q1 2021 and held it in 10 quarters.
MV Capital Management's iShares US Utilities ETF position peaked at $84K in Q1 2021.
202 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2023.

Based on MV Capital Management's 13F filing for Q3 2023, filed 7 Nov 2023.