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 Q1	$6.68K	Hold	98	–	–	﹤0.01%	183
2025 Q4	$6.83K	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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Accordant Advisory Group's XT Position: Q1 2026 in Review

Accordant Advisory Group held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2026 at 98 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Accordant Advisory Group first reported a position in XT in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.83K in Q4 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Accordant Advisory Group held 98 shares of iShares Future Exponential Technologies ETF worth $6.68K as of Q1 2026.
Accordant Advisory Group left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Accordant Advisory Group's portfolio in Q1 2026, its #183 holding.
Accordant Advisory Group first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and has held it in 3 quarters since.
Accordant Advisory Group's iShares Future Exponential Technologies ETF position peaked at $6.83K in Q4 2025.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.