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Plante Moran Financial Advisors’s iShares US Utilities ETF IDU Stock Holding History

Plante Moran Financial Advisors’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
Q1 		– Sell
-228
Closed -$19.7K – 839
2022
Q4 		$19.7K Buy
+228
New +$19.1K ﹤0.01% 465

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Plante Moran Financial Advisors's IDU Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2023, closing a stake of 228 shares — an estimated $19.7K sold.

Plante Moran Financial Advisors first reported a position in IDU in Q4 2022 and held it in 1 quarter. The position peaked at $19.7K in Q4 2022. 218 funds tracked by Wall St. Rank hold IDU as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining iShares US Utilities ETF position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 228 iShares US Utilities ETF shares in Q1 2023, an estimated $19.7K.
  • Plante Moran Financial Advisors first reported a position in iShares US Utilities ETF in Q4 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares US Utilities ETF position peaked at $19.7K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.