Betterment LLC’s iShares Future Exponential Technologies ETF XT Stock Holding History

Betterment LLC’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
2026 Q1	$8.67M	Buy	127,167 +27,812	+28%	+$1.98M	0.02%	145
2025 Q4	$6.93M	Buy	99,355 +2,366	+2%	+$173K	0.01%	151
2025 Q3	$6.98M	Sell	96,989 -2,400	-2%	-$162K	0.01%	145
2025 Q2	$6.49M	Sell	99,389 -48,426	-33%	-$2.89M	0.01%	138
2025 Q1	$8.51M	Buy	147,815 +14,114	+11%	+$863K	0.02%	124
2024 Q4	$7.98M	Buy	133,701 +1,197	+0.9%	+$72.8K	0.02%	121
2024 Q3	$8.07M	Buy	132,504 +6,783	+5%	+$398K	0.02%	114
2024 Q2	$7.4M	Buy	125,721 +804	+0.6%	+$46.7K	0.02%	103
2024 Q1	$7.45M	Sell	124,917 -3,845	-3%	-$226K	0.02%	92
2023 Q4	$7.71M	Buy	+128,762	New	+$6.94M	0.02%	82

Other funds holding XT

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

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

WAP

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

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

Betterment LLC's XT Position: Q1 2026 in Review

Betterment LLC increased its iShares Future Exponential Technologies ETF (XT) stake by 28% in Q1 2026, buying an estimated $1.98M and bringing the position to 127,167 shares worth $8.67M. The position accounts for 0.02% of the portfolio, ranked #145.

Betterment LLC first reported a position in XT in Q4 2023 and has held it in 10 quarters since. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Betterment LLC held 127,167 shares of iShares Future Exponential Technologies ETF worth $8.67M as of Q1 2026.
Betterment LLC bought 27,812 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $1.98M.
iShares Future Exponential Technologies ETF made up 0.02% of Betterment LLC's portfolio in Q1 2026, its #145 holding.
Betterment LLC first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and has held it in 10 quarters since.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.