Cerity Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.07M	Sell	15,721 -4,207	-21%	-$299K	﹤0.01%	1826
2025 Q4	$1.39M	Sell	19,928 -3,939	-17%	-$289K	﹤0.01%	1545
2025 Q3	$1.72M	Buy	23,867 +7,343	+44%	+$497K	﹤0.01%	1361
2025 Q2	$1.08M	Sell	16,524 -1,483	-8%	-$88.4K	﹤0.01%	1481
2025 Q1	$1.04M	Buy	18,007 +3,250	+22%	+$199K	﹤0.01%	1410
2024 Q4	$880K	Buy	14,757 +1,361	+10%	+$82.7K	﹤0.01%	1479
2024 Q3	$816K	Buy	13,396 +8,564	+177%	+$503K	﹤0.01%	1503
2024 Q2	$284K	Buy	+4,832	New	+$281K	﹤0.01%	1851
2024 Q1	–	Sell	-21,250	Closed	-$1.27M	–	2361
2023 Q4	$1.27M	Buy	21,250 +17,350	+445%	+$936K	﹤0.01%	909
2023 Q3	$204K	Buy	+3,900	New	+$215K	﹤0.01%	1280
2023 Q2	–	Sell	-5,259	Closed	-$277K	–	1978
2023 Q1	$277K	Hold	5,259	–	–	﹤0.01%	1559
2022 Q4	$249K	Buy	+5,259	New	+$252K	﹤0.01%	1229
2022 Q2	–	Sell	-4,308	Closed	-$254K	–	1250
2022 Q1	$254K	Buy	+4,308	New	+$253K	﹤0.01%	791