Selective Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-400	Closed	-$32K	–	394
2022 Q3	$32K	Hold	400	–	–	0.01%	357
2022 Q2	$34K	Hold	400	–	–	0.01%	382
2022 Q1	$36K	Hold	400	–	–	0.01%	358
2021 Q4	$35K	Hold	400	–	–	0.01%	328
2021 Q3	$32K	Hold	400	–	–	0.02%	315
2021 Q2	$31K	Buy	+400	New	+$32.4K	0.02%	236

Other funds holding IDU

DWM

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

LIA

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Selective Wealth Management's IDU Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares US Utilities ETF (IDU) in Q4 2022, closing a stake of 400 shares — an estimated $32K sold.

Selective Wealth Management first reported a position in IDU in Q2 2021 and held it in 6 quarters. The position peaked at $36K in Q1 2022. 238 funds tracked by Wall St. Rank hold IDU as of Q4 2022.

Selective Wealth Management reported no remaining iShares US Utilities ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 400 iShares US Utilities ETF shares in Q4 2022, an estimated $32K.
Selective Wealth Management first reported a position in iShares US Utilities ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's iShares US Utilities ETF position peaked at $36K in Q1 2022.
238 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.