Vontobel Holding’s iShares US Utilities ETF IDU Stock Holding History

Vontobel Holding’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 Q1	–	Sell	-7,500	Closed	-$663K	–	1090
2021 Q4	$663K	Hold	7,500	–	–	0.01%	744
2021 Q3	$592K	Hold	7,500	–	–	0.01%	742
2021 Q2	$589K	Hold	7,500	–	–	0.01%	719
2021 Q1	$597K	Buy	+7,500	New	+$577K	﹤0.01%	631

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

CCB

Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

Vontobel Holding's IDU Position: Q1 2022 in Review

Vontobel Holding sold out of iShares US Utilities ETF (IDU) in Q1 2022, closing a stake of 7,500 shares — an estimated $663K sold.

Vontobel Holding first reported a position in IDU in Q1 2021 and held it in 4 quarters. The position peaked at $663K in Q4 2021. 210 funds tracked by Wall St. Rank hold IDU as of Q1 2022.

Vontobel Holding reported no remaining iShares US Utilities ETF position as of Q1 2022 after selling out during the quarter.
Vontobel Holding sold 7,500 iShares US Utilities ETF shares in Q1 2022, an estimated $663K.
Vontobel Holding first reported a position in iShares US Utilities ETF in Q1 2021 and held it in 4 quarters.
Vontobel Holding's iShares US Utilities ETF position peaked at $663K in Q4 2021.
210 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2022.

Based on Vontobel Holding's 13F filing for Q1 2022, filed 13 May 2022.