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Abich Financial Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Abich Financial 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
2025
Q3 		$249K Buy
+3,464
New +$234K 0.09% 103
2024
Q3 		$12.6K Sell
207
-2,844
-93% -$167K 0.03% 180
2024
Q2 		$179K Sell
3,051
-4,429
-59% -$257K 0.12% 48
2024
Q1 		$446K Buy
7,480
+7,114
+1,944% +$418K 0.34% 15
2023
Q4 		$21.9K Buy
+366
New +$19.7K 0.02% 176

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Abich Financial Wealth Management's XT Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Future Exponential Technologies ETF (XT) in Q3 2025: 3,464 shares worth $249K. The stake represents 0.09% of the portfolio and ranks #103 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in XT as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in XT in Q4 2023 and has held it in 5 quarters since. The position peaked at $446K in Q1 2024. 269 funds tracked by Wall St. Rank hold XT as of Q3 2025.

  • Abich Financial Wealth Management held 3,464 shares of iShares Future Exponential Technologies ETF worth $249K as of Q3 2025.
  • iShares Future Exponential Technologies ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares Future Exponential Technologies ETF made up 0.09% of Abich Financial Wealth Management's portfolio in Q3 2025, its #103 holding.
  • Abich Financial Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and has held it in 5 quarters since.
  • Abich Financial Wealth Management's iShares Future Exponential Technologies ETF position peaked at $446K in Q1 2024.
  • 269 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.