American Financial Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

American Financial Advisors’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	$264K	Buy	+3,191	New	+$249K	0.03%	148
2026 Q1	–	Sell	-2,971	Closed	-$207K	–	166
2025 Q4	$207K	Buy	+2,971	New	+$218K	0.03%	154
2025 Q3	–	Sell	-3,092	Closed	-$202K	–	167
2025 Q2	$202K	Buy	+3,092	New	+$184K	0.03%	156
2024 Q2	–	Sell	-4,385	Closed	-$261K	–	154
2024 Q1	$261K	Hold	4,385	–	–	0.04%	125
2023 Q4	$263K	Sell	4,385 -662	-13%	-$35.7K	0.04%	121
2023 Q3	$264K	Hold	5,047	–	–	0.04%	110
2023 Q2	$281K	Buy	5,047 +7	+0.1%	+$369	0.04%	105
2023 Q1	$266K	Hold	5,040	–	–	0.04%	108
2022 Q4	$239K	Buy	5,040 +9	+0.2%	+$431	0.04%	112
2022 Q3	$224K	Hold	5,031	–	–	0.04%	106
2022 Q2	$241K	Buy	5,031 +14	+0.3%	+$727	0.06%	68
2022 Q1	$296K	Hold	5,017	–	–	0.04%	104
2021 Q4	$331K	Buy	5,017 +13	+0.3%	+$847	0.04%	100
2021 Q3	$314K	Hold	5,004	–	–	0.04%	102
2021 Q2	$317K	Buy	5,004 +13	+0.3%	+$800	0.04%	104
2021 Q1	$296K	Hold	4,991	–	–	0.04%	102
2020 Q4	$286K	Buy	4,991 +9	+0.2%	+$475	0.04%	96
2020 Q3	$242K	Buy	4,982 +1	+0%	+$48	0.04%	91
2020 Q2	$232K	Buy	+4,981	New	+$204K	0.04%	95
2020 Q1	–	Sell	-5,840	Closed	-$225K	–	107
2019 Q4	$225K	Sell	5,840 -1,640	-22%	-$66.7K	0.04%	83
2019 Q3	$289K	Sell	7,480 -2,348	-24%	-$90.4K	0.05%	75
2019 Q2	$379K	Sell	9,828 -1,020	-9%	-$38.8K	0.07%	69
2019 Q1	$412K	Sell	10,848 -158,369	-94%	-$5.77M	0.08%	68
2018 Q4	$5.63M	Buy	+169,217	New	+$6M	1.23%	24

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

American Financial Advisors's XT Position: Q2 2026 in Review

American Financial Advisors opened a new position in iShares Future Exponential Technologies ETF (XT) in Q2 2026: 3,191 shares worth $264K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings. This is a return to the name: American Financial Advisors previously reported a position in XT as recently as Q4 2025.

American Financial Advisors first reported a position in XT in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.63M in Q4 2018. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

American Financial Advisors held 3,191 shares of iShares Future Exponential Technologies ETF worth $264K as of Q2 2026.
iShares Future Exponential Technologies ETF was a new American Financial Advisors position in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.03% of American Financial Advisors's portfolio in Q2 2026, its #148 holding.
American Financial Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2018 and has held it in 24 quarters since.
American Financial Advisors's iShares Future Exponential Technologies ETF position peaked at $5.63M in Q4 2018.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.