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

CFS Investment 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
2026 Q2	$8.98M	Sell	109,236 -997	-0.9%	-$77.9K	0.6%	40
2026 Q1	$8.26M	Sell	110,233 -86	-0.1%	-$6.11K	0.57%	45
2025 Q4	$7.69M	Sell	110,319 -5,058	-4%	-$371K	0.56%	41
2025 Q3	$8.62M	Sell	115,377 -3,235	-3%	-$219K	0.64%	38
2025 Q2	$7.74M	Sell	118,612 -1,476	-1%	-$88K	0.63%	38
2025 Q1	$6.91M	Sell	120,088 -512	-0.4%	-$31.3K	0.62%	36
2024 Q4	$7.2M	Sell	120,600 -1,371	-1%	-$83.4K	0.65%	36
2024 Q3	$7.43M	Sell	121,971 -1,444	-1%	-$84.8K	0.62%	33
2024 Q2	$7.26M	Sell	123,415 -297	-0.2%	-$17.3K	0.59%	39
2024 Q1	$7.38M	Sell	123,712 -4,926	-4%	-$289K	1.24%	16
2023 Q4	$7.7M	Sell	128,638 -3,493	-3%	-$188K	1.39%	15
2023 Q3	$6.9M	Sell	132,131 -23,746	-15%	-$1.31M	1.1%	22
2023 Q2	$8.67M	Sell	155,877 -4,285	-3%	-$226K	1.11%	25
2023 Q1	$8.44M	Sell	160,162 -978	-0.6%	-$50.3K	1.54%	20
2022 Q4	$7.63M	Sell	161,140 -78,440	-33%	-$3.76M	1.73%	14
2022 Q3	$10.7M	Sell	239,580 -9,810	-4%	-$489K	2.75%	6
2022 Q2	$12M	Buy	+249,390	New	+$12.9M	1.83%	10
2021 Q4	$14.1M	Buy	237,981 +7,306	+3%	+$476K	1.9%	11
2021 Q3	$14.5M	Buy	+230,675	New	+$14.9M	1.98%	9
2020 Q4	$12.9M	Buy	+226,166	New	+$11.9M	2.06%	9

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

CFS Investment Advisory Services's XT Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares Future Exponential Technologies ETF (XT) stake by 0.9% in Q2 2026, selling an estimated $77.9K and leaving 109,236 shares worth $8.98M. The position accounts for 0.6% of the portfolio, ranked #40.

CFS Investment Advisory Services first reported a position in XT in Q4 2020 and has held it in 20 quarters since. The position peaked at $14.5M in Q3 2021. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

CFS Investment Advisory Services held 109,236 shares of iShares Future Exponential Technologies ETF worth $8.98M as of Q2 2026.
CFS Investment Advisory Services sold 997 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $77.9K.
iShares Future Exponential Technologies ETF made up 0.6% of CFS Investment Advisory Services's portfolio in Q2 2026, its #40 holding.
CFS Investment Advisory Services first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 20 quarters since.
CFS Investment Advisory Services's iShares Future Exponential Technologies ETF position peaked at $14.5M in Q3 2021.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.