4J Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

4J Wealth Management’s Portfolio XT Stock Details XT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,820	Closed	-$305K	–	77
2021 Q2	$305K	Sell	4,820 -90	-2%	-$5.54K	0.27%	61
2021 Q1	$291K	Sell	4,910 -695	-12%	-$41.3K	0.27%	62
2020 Q4	$320K	Buy	+5,605	New	+$296K	0.31%	60

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

DWM

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

4J Wealth Management's XT Position: Q3 2021 in Review

4J Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2021, closing a stake of 4,820 shares — an estimated $305K sold.

4J Wealth Management first reported a position in XT in Q4 2020 and held it in 3 quarters. The position peaked at $320K in Q4 2020. 225 funds tracked by Wall St. Rank hold XT as of Q3 2021.

4J Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2021 after selling out during the quarter.
4J Wealth Management sold 4,820 iShares Future Exponential Technologies ETF shares in Q3 2021, an estimated $305K.
4J Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and held it in 3 quarters.
4J Wealth Management's iShares Future Exponential Technologies ETF position peaked at $320K in Q4 2020.
225 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2021.

Based on 4J Wealth Management's 13F filing for Q3 2021, filed 19 Oct 2021.