Baystate Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Baystate Wealth 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
2023 Q4	$3.04K	Hold	50	–	–	﹤0.01%	991
2023 Q3	$2.65K	Hold	50	–	–	﹤0.01%	774
2023 Q2	$2.82K	Hold	50	–	–	﹤0.01%	801
2023 Q1	$2.67K	Hold	50	–	–	﹤0.01%	793
2022 Q4	$2K	Hold	50	–	–	﹤0.01%	819
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	778
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	798
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	732
2021 Q4	$3K	Buy	+50	New	+$3.26K	﹤0.01%	736

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baystate Wealth Management's XT Position: Q4 2023 in Review

Baystate Wealth Management held its iShares Future Exponential Technologies ETF (XT) position steady in Q4 2023 at 50 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Baystate Wealth Management first reported a position in XT in Q4 2021 and has held it in 9 quarters since. 245 funds tracked by Wall St. Rank hold XT as of Q4 2023.

Baystate Wealth Management held 50 shares of iShares Future Exponential Technologies ETF worth $3.04K as of Q4 2023.
Baystate Wealth Management left its iShares Future Exponential Technologies ETF share count unchanged in Q4 2023.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #991 holding.
Baystate Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and has held it in 9 quarters since.
245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.