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Belpointe Asset Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Belpointe Asset 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
2018
Q4 		– Sell
-3,727
Closed -$144K – 648
2018
Q3 		$144K Buy
+3,727
New +$142K 0.02% 542

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Belpointe Asset Management's XT Position: Q4 2018 in Review

Belpointe Asset Management sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2018, closing a stake of 3,727 shares — an estimated $144K sold.

Belpointe Asset Management first reported a position in XT in Q3 2018 and held it in 1 quarter. The position peaked at $144K in Q3 2018. 93 funds tracked by Wall St. Rank hold XT as of Q4 2018.

  • Belpointe Asset Management reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2018 after selling out during the quarter.
  • Belpointe Asset Management sold 3,727 iShares Future Exponential Technologies ETF shares in Q4 2018, an estimated $144K.
  • Belpointe Asset Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2018 and held it in 1 quarter.
  • Belpointe Asset Management's iShares Future Exponential Technologies ETF position peaked at $144K in Q3 2018.
  • 93 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2018.

Based on Belpointe Asset Management's 13F filing for Q4 2018, filed 6 Mar 2019.