Better Money Decisions’s iShares Future Exponential Technologies ETF XT Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-616	Closed	-$30K	–	467
2022 Q2	$30K	Buy	+616	New	+$32K	0.03%	182
2021 Q4	–	Sell	-611	Closed	-$38K	–	598
2021 Q3	$38K	Hold	611	–	–	0.03%	186
2021 Q2	$39K	Buy	611 +3	+0.5%	+$185	0.03%	176
2021 Q1	$36K	Buy	+608	New	+$36.2K	0.04%	153

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

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

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

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

NEPWA

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Better Money Decisions's XT Position: Q3 2022 in Review

Better Money Decisions sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2022, closing a stake of 616 shares — an estimated $30K sold.

Better Money Decisions first reported a position in XT in Q1 2021 and held it in 4 quarters. The position peaked at $39K in Q2 2021. 215 funds tracked by Wall St. Rank hold XT as of Q3 2022.

Better Money Decisions reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 616 iShares Future Exponential Technologies ETF shares in Q3 2022, an estimated $30K.
Better Money Decisions first reported a position in iShares Future Exponential Technologies ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's iShares Future Exponential Technologies ETF position peaked at $39K in Q2 2021.
215 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.