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

Beaird Harris 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
2022 Q4	–	Sell	-400	Closed	-$18K	–	778
2022 Q3	$18K	Hold	400	–	–	﹤0.01%	241
2022 Q2	$19K	Hold	400	–	–	0.01%	214
2022 Q1	$24K	Hold	400	–	–	0.01%	240
2021 Q4	$26K	Buy	+400	New	+$26.1K	0.01%	302

Other funds holding XT

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

BCI

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

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

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

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

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

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

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

NEPWA

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

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

Beaird Harris Wealth Management's XT Position: Q4 2022 in Review

Beaird Harris Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2022, closing a stake of 400 shares — an estimated $18K sold.

Beaird Harris Wealth Management first reported a position in XT in Q4 2021 and held it in 4 quarters. The position peaked at $26K in Q4 2021. 223 funds tracked by Wall St. Rank hold XT as of Q4 2022.

Beaird Harris Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2022 after selling out during the quarter.
Beaird Harris Wealth Management sold 400 iShares Future Exponential Technologies ETF shares in Q4 2022, an estimated $18K.
Beaird Harris Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and held it in 4 quarters.
Beaird Harris Wealth Management's iShares Future Exponential Technologies ETF position peaked at $26K in Q4 2021.
223 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.