Cahill Financial Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Cahill Financial Advisors’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
2024 Q3	–	Sell	-10,841	Closed	-$638K	–	273
2024 Q2	$638K	Sell	10,841 -1,686	-13%	-$97.9K	0.09%	156
2024 Q1	$747K	Sell	12,527 -39,009	-76%	-$2.29M	0.1%	147
2023 Q4	$3.09M	Buy	51,536 +30	+0.1%	+$1.62K	0.46%	46
2023 Q3	$2.69M	Buy	51,506 +873	+2%	+$48K	0.45%	46
2023 Q2	$2.82M	Buy	50,633 +919	+2%	+$48.4K	0.46%	46
2023 Q1	$2.62M	Buy	49,714 +1,207	+2%	+$62K	0.46%	46
2022 Q4	$2.3M	Sell	48,507 -16,827	-26%	-$806K	0.44%	52
2022 Q3	$2.91M	Sell	65,334 -1,297	-2%	-$64.7K	0.61%	40
2022 Q2	$3.19M	Sell	66,631 -7,707	-10%	-$400K	0.68%	37
2022 Q1	$4.39M	Buy	74,338 +48,990	+193%	+$2.88M	0.83%	29
2021 Q4	$1.68M	Buy	25,348 +12,107	+91%	+$789K	0.32%	73
2021 Q3	$831K	Buy	+13,241	New	+$853K	0.17%	120

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

AFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Cahill Financial Advisors's XT Position: Q3 2024 in Review

Cahill Financial Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2024, closing a stake of 10,841 shares — an estimated $638K sold.

Cahill Financial Advisors first reported a position in XT in Q3 2021 and held it in 12 quarters. The position peaked at $4.39M in Q1 2022. 234 funds tracked by Wall St. Rank hold XT as of Q3 2024.

Cahill Financial Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2024 after selling out during the quarter.
Cahill Financial Advisors sold 10,841 iShares Future Exponential Technologies ETF shares in Q3 2024, an estimated $638K.
Cahill Financial Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2021 and held it in 12 quarters.
Cahill Financial Advisors's iShares Future Exponential Technologies ETF position peaked at $4.39M in Q1 2022.
234 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2024.

Based on Cahill Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.