Betterment LLC
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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
Q2 		$10.4M Sell
125,622
-1,545
-1% -$121K 0.02% 136
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC's XT Position: Q2 2026 in Review

Betterment LLC reduced its iShares Future Exponential Technologies ETF (XT) stake by 1.2% in Q2 2026, selling an estimated $121K and leaving 125,622 shares worth $10.4M. The position accounts for 0.02% of the portfolio, ranked #136.

Betterment LLC first reported a position in XT in Q4 2023 and has held it in 11 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Betterment LLC held 125,622 shares of iShares Future Exponential Technologies ETF worth $10.4M as of Q2 2026.
  • Betterment LLC sold 1,545 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $121K.
  • iShares Future Exponential Technologies ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #136 holding.
  • Betterment LLC first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and has held it in 11 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.