Carolinas Wealth Consulting’s iShares Future Exponential Technologies ETF XT Stock Holding History

Carolinas Wealth Consulting’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 Q4	–	Sell	-12	Closed	-$683	–	1108
2024 Q3	$683	Hold	12	–	–	﹤0.01%	974
2024 Q2	$660	Buy	12 +1	+9%	+$58	﹤0.01%	967
2024 Q1	$667	Hold	11	–	–	﹤0.01%	955
2023 Q4	$670	Hold	11	–	–	﹤0.01%	880
2023 Q3	$547	Hold	11	–	–	﹤0.01%	919
2023 Q2	$621	Sell	11 -11	-50%	-$580	﹤0.01%	970
2023 Q1	$1.17K	Hold	22	–	–	﹤0.01%	870
2022 Q4	$1.05K	Hold	22	–	–	﹤0.01%	888
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	869
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	874
2022 Q1	$1K	Hold	22	–	–	﹤0.01%	900
2021 Q4	$1K	Sell	22 -11	-33%	-$717	﹤0.01%	949
2021 Q3	$2K	Buy	+33	New	+$2.13K	﹤0.01%	820

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Carolinas Wealth Consulting's XT Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2024, closing a stake of 12 shares — an estimated $683 sold.

Carolinas Wealth Consulting first reported a position in XT in Q3 2021 and held it in 13 quarters. The position peaked at $2K in Q3 2021. 249 funds tracked by Wall St. Rank hold XT as of Q4 2024.

Carolinas Wealth Consulting reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 12 iShares Future Exponential Technologies ETF shares in Q4 2024, an estimated $683.
Carolinas Wealth Consulting first reported a position in iShares Future Exponential Technologies ETF in Q3 2021 and held it in 13 quarters.
Carolinas Wealth Consulting's iShares Future Exponential Technologies ETF position peaked at $2K in Q3 2021.
249 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.