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Baird Financial Group’s
iShares Future Exponential Technologies ETF
XT
Stock Holding History
Baird Financial 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
$38.1M
Buy
558,892
+11,605
+2%
+$824K
0.06%
217
2025
Q4
$38.2M
Buy
547,287
+11,212
+2%
+$821K
0.06%
216
2025
Q3
$38.6M
Buy
536,075
+243,490
+83%
+$16.5M
0.06%
218
2025
Q2
$19.1M
Buy
292,585
+22,451
+8%
+$1.34M
0.03%
373
2025
Q1
$15.5M
Buy
270,134
+7,210
+3%
+$441K
0.03%
410
2024
Q4
$15.7M
Buy
262,924
+202,395
+334%
+$12.3M
0.03%
398
2024
Q3
$3.69M
Buy
60,529
+56,188
+1,294%
+$3.3M
0.01%
779
2024
Q2
$255K
Sell
4,341
-461
-10%
-$26.8K
﹤0.01%
1605
2024
Q1
$286K
Buy
4,802
+482
+11%
+$28.3K
﹤0.01%
1569
2023
Q4
$259K
Buy
4,320
+267
+7%
+$14.4K
﹤0.01%
1566
2023
Q3
$212K
Buy
4,053
+95
+2%
+$5.23K
﹤0.01%
1614
2023
Q2
$220K
Sell
3,958
-26
-0.7%
-$1.37K
﹤0.01%
1589
2023
Q1
$210K
Sell
3,984
-267
-6%
-$13.7K
﹤0.01%
1608
2022
Q4
$201K
Sell
4,251
-2,575
-38%
-$123K
﹤0.01%
1608
2022
Q3
$304K
Buy
6,826
+195
+3%
+$9.73K
﹤0.01%
1463
2022
Q2
$318K
Buy
6,631
+3,160
+91%
+$164K
﹤0.01%
1533
2022
Q1
$205K
Buy
+3,471
New
+$204K
﹤0.01%
1747
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1-Year Est. Return
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1-Year Est. Return
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$431B AUM
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1-Year Est. Return
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$71.6B AUM
21.08%
1-Year Est. Return
UBS Group
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$564B 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
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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