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

BerganKDV 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 Q1	–	Sell	-194	Closed	-$9.18K	–	1126
2022 Q4	$9.18K	Buy	+194	New	+$9.29K	﹤0.01%	590

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

NEPWA

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

AFA

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BerganKDV Wealth Management's XT Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2023, closing a stake of 194 shares — an estimated $9.18K sold.

BerganKDV Wealth Management first reported a position in XT in Q4 2022 and held it in 1 quarter. The position peaked at $9.18K in Q4 2022. 212 funds tracked by Wall St. Rank hold XT as of Q1 2023.

BerganKDV Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 194 iShares Future Exponential Technologies ETF shares in Q1 2023, an estimated $9.18K.
BerganKDV Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2022 and held it in 1 quarter.
BerganKDV Wealth Management's iShares Future Exponential Technologies ETF position peaked at $9.18K in Q4 2022.
212 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.