BDO Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

BDO Wealth 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
2021 Q1	–	Sell	-4,684	Closed	-$268K	–	1278
2020 Q4	$268K	Sell	4,684 -197	-4%	-$10.4K	0.04%	212
2020 Q3	$237K	Hold	4,881	–	–	0.04%	203
2020 Q2	$217K	Hold	4,881	–	–	0.04%	209
2020 Q1	$174K	Hold	4,881	–	–	0.04%	215
2019 Q4	$209K	Hold	4,881	–	–	0.05%	188
2019 Q3	$189K	Hold	4,881	–	–	0.05%	199
2019 Q2	$188K	Buy	+4,881	New	+$186K	0.05%	198

Other funds holding XT

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

BDO Wealth Advisors's XT Position: Q1 2021 in Review

BDO Wealth Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2021, closing a stake of 4,684 shares — an estimated $268K sold.

BDO Wealth Advisors first reported a position in XT in Q2 2019 and held it in 7 quarters. The position peaked at $268K in Q4 2020. 209 funds tracked by Wall St. Rank hold XT as of Q1 2021.

BDO Wealth Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 4,684 iShares Future Exponential Technologies ETF shares in Q1 2021, an estimated $268K.
BDO Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $268K in Q4 2020.
209 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.