SEI Investments’s iShares US Utilities ETF IDU Stock Holding History

SEI Investments’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
2026 Q2	$368K	Sell	3,212 -3,143	-49%	-$360K	﹤0.01%	2773
2026 Q1	$738K	Buy	6,355 +167	+3%	+$19K	﹤0.01%	2502
2025 Q4	$671K	Buy	6,188 +3,842	+164%	+$429K	﹤0.01%	2377
2025 Q3	$260K	Buy	+2,346	New	+$253K	﹤0.01%	2521
2018 Q3	–	Sell	-62	Closed	-$4K	–	2915
2018 Q2	$4K	Sell	62 -370	-86%	-$23.6K	﹤0.01%	3201
2018 Q1	$28K	Sell	432 -550	-56%	-$34.6K	﹤0.01%	2544
2017 Q4	$65K	Buy	982 +26	+3%	+$1.79K	﹤0.01%	2269
2017 Q3	$63K	Buy	+956	New	+$64.3K	﹤0.01%	2217
2016 Q2	–	Sell	-158	Closed	-$10K	–	2682
2016 Q1	$10K	Buy	+158	New	+$9.09K	﹤0.01%	2182

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SEI Investments's IDU Position: Q2 2026 in Review

SEI Investments reduced its iShares US Utilities ETF (IDU) stake by 49% in Q2 2026, selling an estimated $360K and leaving 3,212 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

SEI Investments first reported a position in IDU in Q1 2016 and has held it in 9 quarters since. The position peaked at $738K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

SEI Investments held 3,212 shares of iShares US Utilities ETF worth $368K as of Q2 2026.
SEI Investments sold 3,143 iShares US Utilities ETF shares in Q2 2026, an estimated $360K.
iShares US Utilities ETF made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2773 holding.
SEI Investments first reported a position in iShares US Utilities ETF in Q1 2016 and has held it in 9 quarters since.
SEI Investments's iShares US Utilities ETF position peaked at $738K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.