CFO4Life Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

CFO4Life Group’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 Q1	$270K	Hold	3,961	–	–	0.04%	172
2025 Q4	$276K	Hold	3,961	–	–	0.04%	184
2025 Q3	$285K	Hold	3,961	–	–	0.04%	176
2025 Q2	$258K	Hold	3,961	–	–	0.04%	184
2025 Q1	$228K	Buy	3,961 +1	+0%	+$61	0.04%	186
2024 Q4	$236K	Buy	3,960 +14	+0.4%	+$851	0.04%	180
2024 Q3	$240K	Hold	3,946	–	–	0.04%	180
2024 Q2	$232K	Buy	3,946 +11	+0.3%	+$639	0.04%	172
2024 Q1	$235K	Buy	+3,935	New	+$231K	0.04%	165

Other funds holding XT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WAP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

CFO4Life Group's XT Position: Q1 2026 in Review

CFO4Life Group held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2026 at 3,961 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #172.

CFO4Life Group first reported a position in XT in Q1 2024 and has held it in 9 quarters since. The position peaked at $285K in Q3 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

CFO4Life Group held 3,961 shares of iShares Future Exponential Technologies ETF worth $270K as of Q1 2026.
CFO4Life Group left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2026.
iShares Future Exponential Technologies ETF made up 0.04% of CFO4Life Group's portfolio in Q1 2026, its #172 holding.
CFO4Life Group first reported a position in iShares Future Exponential Technologies ETF in Q1 2024 and has held it in 9 quarters since.
CFO4Life Group's iShares Future Exponential Technologies ETF position peaked at $285K in Q3 2025.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.