Cascadia Advisory Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Cascadia Advisory Services’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 Q3	$2.12M	Buy	33,829 +114	+0.3%	+$7.35K	0.43%	88
2021 Q2	$2.13M	Sell	33,715 -100	-0.3%	-$6.16K	0.46%	85
2021 Q1	$2M	Buy	+33,815	New	+$2.01M	0.44%	80
2020 Q3	$1.96M	Sell	40,339 -4,717	-10%	-$226K	0.55%	48
2020 Q2	$2.01M	Buy	+45,056	New	+$1.85M	0.61%	52
2019 Q4	$980K	Buy	+22,918	New	+$933K	0.28%	93

Other funds holding XT

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Cascadia Advisory Services's XT Position: Q3 2021 in Review

Cascadia Advisory Services increased its iShares Future Exponential Technologies ETF (XT) stake by 0.34% in Q3 2021, buying an estimated $7.35K and bringing the position to 33,829 shares worth $2.12M. The position accounts for 0.43% of the portfolio, ranked #88.

Cascadia Advisory Services first reported a position in XT in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.13M in Q2 2021. 225 funds tracked by Wall St. Rank hold XT as of Q3 2021.

Cascadia Advisory Services held 33,829 shares of iShares Future Exponential Technologies ETF worth $2.12M as of Q3 2021.
Cascadia Advisory Services bought 114 iShares Future Exponential Technologies ETF shares in Q3 2021, an estimated $7.35K.
iShares Future Exponential Technologies ETF made up 0.43% of Cascadia Advisory Services's portfolio in Q3 2021, its #88 holding.
Cascadia Advisory Services first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's iShares Future Exponential Technologies ETF position peaked at $2.13M in Q2 2021.
225 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.