Accordant Advisory Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Accordant Advisory Group’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
2026 Q3	$7.84K	Sell	94 -3	-3%	-$246	﹤0.01%	182
2026 Q2	$8.02K	Sell	97 -1	-1%	-$78	0.01%	181
2026 Q1	$6.68K	Hold	98	–	–	﹤0.01%	183
2025 Q4	$6.84K	Buy	+98	New	+$7.18K	﹤0.01%	141
2025 Q3	–	Sell	-15	Closed	-$979	–	185
2025 Q2	$979	Buy	+15	New	+$895	﹤0.01%	161

Other funds holding XT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

Accordant Advisory Group's XT Position: Q3 2026 in Review

Accordant Advisory Group reduced its iShares Future Exponential Technologies ETF (XT) stake by 3.1% in Q3 2026, selling an estimated $246 and leaving 94 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Accordant Advisory Group first reported a position in XT in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.02K in Q2 2026. 251 funds tracked by Wall St. Rank hold XT as of Q3 2026.

Accordant Advisory Group held 94 shares of iShares Future Exponential Technologies ETF worth $7.84K as of Q3 2026.
Accordant Advisory Group sold 3 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $246.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Accordant Advisory Group's portfolio in Q3 2026, its #182 holding.
Accordant Advisory Group first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and has held it in 5 quarters since.
Accordant Advisory Group's iShares Future Exponential Technologies ETF position peaked at $8.02K in Q2 2026.
251 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Accordant Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.