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WealthShield’s iShares US Utilities ETF IDU Stock Holding History

WealthShield’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
2017
Q4 		$20K Buy
+306
New +$21K 0.01% 178

Other funds holding IDU

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

WealthShield's IDU Position: Q4 2017 in Review

WealthShield opened a new position in iShares US Utilities ETF (IDU) in Q4 2017: 306 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #178 among its holdings.

145 funds tracked by Wall St. Rank hold IDU as of Q4 2017.

  • WealthShield held 306 shares of iShares US Utilities ETF worth $20K as of Q4 2017.
  • iShares US Utilities ETF was a new WealthShield position in Q4 2017.
  • iShares US Utilities ETF made up 0.01% of WealthShield's portfolio in Q4 2017, its #178 holding.
  • 145 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.