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

Cerity Partners’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
2026 Q2	$1.27M	Sell	15,354 -367	-2%	-$28.7K	﹤0.01%	1853
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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners's XT Position: Q2 2026 in Review

Cerity Partners reduced its iShares Future Exponential Technologies ETF (XT) stake by 2.3% in Q2 2026, selling an estimated $28.7K and leaving 15,354 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Cerity Partners first reported a position in XT in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.72M in Q3 2025. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Cerity Partners held 15,354 shares of iShares Future Exponential Technologies ETF worth $1.27M as of Q2 2026.
Cerity Partners sold 367 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $28.7K.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1853 holding.
Cerity Partners first reported a position in iShares Future Exponential Technologies ETF in Q1 2022 and has held it in 14 quarters since.
Cerity Partners's iShares Future Exponential Technologies ETF position peaked at $1.72M in Q3 2025.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.