Carroll Financial Associates’s iShares Future Exponential Technologies ETF XT Stock Holding History

Carroll Financial Associates’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
2021 Q4	–	Sell	-25	Closed	-$1K	–	1978
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	1737
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	1660
2021 Q1	$1K	Buy	+25	New	+$1.49K	﹤0.01%	1597
2020 Q1	–	Sell	-71	Closed	-$3K	–	1707
2019 Q4	$3K	Hold	71	–	–	﹤0.01%	1346
2019 Q3	$2K	Hold	71	–	–	﹤0.01%	1360
2019 Q2	$2K	Buy	+71	New	+$2.7K	﹤0.01%	1399

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Carroll Financial Associates's XT Position: Q4 2021 in Review

Carroll Financial Associates sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in XT in Q2 2019 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 250 funds tracked by Wall St. Rank hold XT as of Q4 2021.

Carroll Financial Associates reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 25 iShares Future Exponential Technologies ETF shares in Q4 2021, an estimated $1K.
Carroll Financial Associates first reported a position in iShares Future Exponential Technologies ETF in Q2 2019 and held it in 6 quarters.
Carroll Financial Associates's iShares Future Exponential Technologies ETF position peaked at $3K in Q4 2019.
250 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.