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 Q2	$8.02K	Sell	97 -1	-1%	-$78	0.01%	181
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 $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Accordant Advisory Group's XT Position: Q2 2026 in Review

Accordant Advisory Group reduced its iShares Future Exponential Technologies ETF (XT) stake by 1% in Q2 2026, selling an estimated $78 and leaving 97 shares worth $8.02K. The position accounts for 0.01% of the portfolio, ranked #181.

Accordant Advisory Group first reported a position in XT in Q2 2025 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Accordant Advisory Group held 97 shares of iShares Future Exponential Technologies ETF worth $8.02K as of Q2 2026.
Accordant Advisory Group sold 1 iShares Future Exponential Technologies ETF share in Q2 2026, an estimated $78.
iShares Future Exponential Technologies ETF made up 0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #181 holding.
Accordant Advisory Group first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and has held it in 4 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.