Wealthspire Advisors (Maryland)’s iShares US Utilities ETF IDU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-152	Closed	-$11K	–	1172
2019 Q1	$11K	Hold	152	–	–	﹤0.01%	1488
2018 Q4	$10K	Hold	152	–	–	﹤0.01%	1465
2018 Q3	$10K	Hold	152	–	–	﹤0.01%	1520
2018 Q2	$10K	Hold	152	–	–	﹤0.01%	1540
2018 Q1	$10K	Hold	152	–	–	﹤0.01%	1571
2017 Q4	$10K	Hold	152	–	–	﹤0.01%	1584
2017 Q3	$10K	Hold	152	–	–	﹤0.01%	1574
2017 Q2	$10K	Buy	+152	New	+$9.99K	﹤0.01%	1527

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MWM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IDU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares US Utilities ETF (IDU) in Q2 2019, closing a stake of 152 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in IDU in Q2 2017 and held it in 8 quarters. The position peaked at $11K in Q1 2019. 167 funds tracked by Wall St. Rank hold IDU as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares US Utilities ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 152 iShares US Utilities ETF shares in Q2 2019, an estimated $11K.
Wealthspire Advisors (Maryland) first reported a position in iShares US Utilities ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s iShares US Utilities ETF position peaked at $11K in Q1 2019.
167 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.