Advisor Resource Council’s iShares Future Exponential Technologies ETF XT Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-16,559	Closed	-$953K	–	614
2025 Q1	$953K	Buy	+16,559	New	+$1.01M	0.08%	259
2024 Q1	–	Sell	-17,690	Closed	-$1.06M	–	545
2023 Q4	$1.06M	Buy	+17,690	New	+$954K	0.12%	165
2022 Q3	–	Sell	-18,442	Closed	-$884K	–	526
2022 Q2	$884K	Buy	+18,442	New	+$957K	0.08%	207
2022 Q1	–	Sell	-17,954	Closed	-$1.19M	–	571
2021 Q4	$1.19M	Buy	+17,954	New	+$1.17M	0.09%	211
2021 Q3	–	Sell	-18,202	Closed	-$1.15M	–	515
2021 Q2	$1.15M	Buy	+18,202	New	+$1.12M	0.12%	188

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

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

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

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

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

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

WAP

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

Advisor Resource Council's XT Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2025, closing a stake of 16,559 shares — an estimated $953K sold.

Advisor Resource Council first reported a position in XT in Q2 2021 and held it in 5 quarters. The position peaked at $1.19M in Q4 2021. 263 funds tracked by Wall St. Rank hold XT as of Q2 2025.

Advisor Resource Council reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 16,559 iShares Future Exponential Technologies ETF shares in Q2 2025, an estimated $953K.
Advisor Resource Council first reported a position in iShares Future Exponential Technologies ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's iShares Future Exponential Technologies ETF position peaked at $1.19M in Q4 2021.
263 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.