Simplicity Solutions’s iShares US Utilities ETF IDU Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-23,422	Closed	-$1.82M	–	717
2020 Q4	$1.82M	Buy	23,422 +1,852	+9%	+$144K	0.03%	411
2020 Q3	$1.57M	Sell	21,570 -1,782	-8%	-$131K	0.03%	389
2020 Q2	$1.64M	Sell	23,352 -8,114	-26%	-$580K	0.03%	348
2020 Q1	$2.17M	Buy	31,466 +20,158	+178%	+$1.61M	0.07%	214
2019 Q4	$916K	Sell	11,308 -20,040	-64%	-$1.6M	0.03%	400
2019 Q3	$2.55M	Buy	31,348 +28,260	+915%	+$2.2M	0.1%	165
2019 Q2	$233K	Buy	+3,088	New	+$229K	0.01%	584
2017 Q4	–	Sell	-4,768	Closed	-$317K	–	369
2017 Q3	$317K	Sell	4,768 -558	-10%	-$37.5K	0.21%	144
2017 Q2	$346K	Buy	+5,326	New	+$350K	0.04%	287

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

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

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

LIA

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

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

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

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Simplicity Solutions's IDU Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares US Utilities ETF (IDU) in Q1 2021, closing a stake of 23,422 shares — an estimated $1.82M sold.

Simplicity Solutions first reported a position in IDU in Q2 2017 and held it in 9 quarters. The position peaked at $2.55M in Q3 2019. 188 funds tracked by Wall St. Rank hold IDU as of Q1 2021.

Simplicity Solutions reported no remaining iShares US Utilities ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 23,422 iShares US Utilities ETF shares in Q1 2021, an estimated $1.82M.
Simplicity Solutions first reported a position in iShares US Utilities ETF in Q2 2017 and held it in 9 quarters.
Simplicity Solutions's iShares US Utilities ETF position peaked at $2.55M in Q3 2019.
188 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.