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 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Cherry Tree Wealth Management's XT Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2026 at 419 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #318.

Cherry Tree Wealth Management first reported a position in XT in Q2 2023 and has held it in 12 quarters since. The position peaked at $45.4K in Q2 2023. 268 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Cherry Tree Wealth Management held 419 shares of iShares Future Exponential Technologies ETF worth $28.6K as of Q1 2026.
Cherry Tree Wealth Management left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2026.
iShares Future Exponential Technologies ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #318 holding.
Cherry Tree Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Future Exponential Technologies ETF position peaked at $45.4K in Q2 2023.
268 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.