CFS Investment Advisory Services’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	$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 -10,756,520	-99%	-$515M	1.73%	14
2022 Q3	$15.3M	Buy	10,917,660 +10,668,270	+4,278%	+$532M	3.53%	5
2022 Q2	$12M	Sell	249,390 -13,924,871	-98%	-$723M	1.83%	10
2022 Q1	$1.39M	Buy	14,174,261 +13,936,280	+5,856%	+$819M	6.05%	5
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