Cambridge Trust’s iShares Future Exponential Technologies ETF XT Stock Holding History

Cambridge Trust’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 Q1	$13.7K	Hold	229	–	–	﹤0.01%	556
2023 Q4	$13.7K	Hold	229	–	–	﹤0.01%	547
2023 Q3	$12K	Hold	229	–	–	﹤0.01%	565
2023 Q2	$12.7K	Hold	229	–	–	﹤0.01%	579
2023 Q1	$12.1K	Hold	229	–	–	﹤0.01%	610
2022 Q4	$11K	Hold	229	–	–	﹤0.01%	626
2022 Q3	$10K	Buy	+229	New	+$11.4K	﹤0.01%	652

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $382M AUM 19.08% 1-Year Est. Return

NEPWA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Trust's XT Position: Q1 2024 in Review

Cambridge Trust held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2024 at 229 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Cambridge Trust first reported a position in XT in Q3 2022 and has held it in 7 quarters since. The position peaked at $13.7K in Q4 2023. 248 funds tracked by Wall St. Rank hold XT as of Q1 2024.

Cambridge Trust held 229 shares of iShares Future Exponential Technologies ETF worth $13.7K as of Q1 2024.
Cambridge Trust left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2024.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #556 holding.
Cambridge Trust first reported a position in iShares Future Exponential Technologies ETF in Q3 2022 and has held it in 7 quarters since.
Cambridge Trust's iShares Future Exponential Technologies ETF position peaked at $13.7K in Q4 2023.
248 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.