Cherry Tree Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Cherry Tree Wealth Management’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 Q3	$28.4K	Sell	340 -79	-19%	-$6.47K	0.01%	335
2026 Q2	$34.6K	Hold	419	–	–	0.01%	318
2026 Q1	$28.6K	Hold	419	–	–	0.01%	318
2025 Q4	$29.2K	Hold	419	–	–	0.01%	314
2025 Q3	$30.1K	Hold	419	–	–	0.01%	298
2025 Q2	$27.3K	Hold	419	–	–	0.01%	304
2025 Q1	$24.1K	Hold	419	–	–	0.01%	320
2024 Q4	$25K	Hold	419	–	–	0.01%	310
2024 Q3	$25.5K	Hold	419	–	–	0.01%	310
2024 Q2	$24.6K	Sell	419 -294	-41%	-$17.1K	0.01%	307
2024 Q1	$42.5K	Hold	713	–	–	0.01%	261
2023 Q4	$42.7K	Sell	713 -104	-13%	-$5.61K	0.01%	248
2023 Q3	$42.7K	Hold	817	–	–	0.01%	238
2023 Q2	$45.4K	Buy	+817	New	+$43.1K	0.01%	235

Other funds holding XT

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

CNWM

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cherry Tree Wealth Management's XT Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 19% in Q3 2026, selling an estimated $6.47K and leaving 340 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #335.

Cherry Tree Wealth Management first reported a position in XT in Q2 2023 and has held it in 14 quarters since. The position peaked at $45.4K in Q2 2023. 41 funds tracked by Wall St. Rank hold XT as of Q3 2026.

Cherry Tree Wealth Management held 340 shares of iShares Future Exponential Technologies ETF worth $28.4K as of Q3 2026.
Cherry Tree Wealth Management sold 79 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $6.47K.
iShares Future Exponential Technologies ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #335 holding.
Cherry Tree Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's iShares Future Exponential Technologies ETF position peaked at $45.4K in Q2 2023.
41 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.