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Anfield Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Anfield Capital Management’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 		$1.57K Hold
23
– – ﹤0.01% 597
2025
Q4 		$1.6K Hold
23
– – ﹤0.01% 477
2025
Q3 		$1.66K Hold
23
– – ﹤0.01% 489
2025
Q2 		$1.5K Hold
23
– – ﹤0.01% 455
2025
Q1 		$1.32K Hold
23
– – ﹤0.01% 406
2024
Q4 		$1.37K Hold
23
– – ﹤0.01% 387
2024
Q3 		$1.4K Hold
23
– – ﹤0.01% 391
2024
Q2 		$1.35K Hold
23
– – ﹤0.01% 345
2024
Q1 		$1.37K Buy
+23
New +$1.35K ﹤0.01% 271

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Ameriprise
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Baird Financial Group
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Commonwealth Equity Services
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UBS Group
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Bank of America
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WAP
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Morgan Stanley
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