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Boston Research & Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Boston Research & 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
2019
Q2 		– Sell
-5,324
Closed -$202K – 104
2019
Q1 		$202K Buy
+5,324
New +$194K 0.08% 103

Other funds holding XT

Financial Engines Advisors
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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

Boston Research & Management's XT Position: Q2 2019 in Review

Boston Research & Management sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2019, closing a stake of 5,324 shares — an estimated $202K sold.

Boston Research & Management first reported a position in XT in Q1 2019 and held it in 1 quarter. The position peaked at $202K in Q1 2019. 103 funds tracked by Wall St. Rank hold XT as of Q2 2019.

  • Boston Research & Management reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2019 after selling out during the quarter.
  • Boston Research & Management sold 5,324 iShares Future Exponential Technologies ETF shares in Q2 2019, an estimated $202K.
  • Boston Research & Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2019 and held it in 1 quarter.
  • Boston Research & Management's iShares Future Exponential Technologies ETF position peaked at $202K in Q1 2019.
  • 103 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2019.

Based on Boston Research & Management's 13F filing for Q2 2019, filed 7 Aug 2019.