Claraphi Advisory Network’s iShares Future Exponential Technologies ETF XT Stock Holding History

Claraphi Advisory Network’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
2022 Q3	–	Sell	-4,301	Closed	-$206K	–	302
2022 Q2	$206K	Buy	4,301 +194	+5%	+$10.1K	0.07%	243
2022 Q1	$242K	Buy	4,107 +280	+7%	+$16.5K	0.07%	231
2021 Q4	$253K	Buy	3,827 +84	+2%	+$5.47K	0.09%	245
2021 Q3	$235K	Buy	+3,743	New	+$241K	0.08%	262
2020 Q2	–	Sell	-2,734	Closed	-$97K	–	1218
2020 Q1	$97K	Buy	+2,734	New	+$112K	0.05%	337
2019 Q4	–	Sell	-1,368	Closed	-$53K	–	417
2019 Q3	$53K	Buy	+1,368	New	+$52.7K	0.03%	271

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NEPWA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Claraphi Advisory Network's XT Position: Q3 2022 in Review

Claraphi Advisory Network sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2022, closing a stake of 4,301 shares — an estimated $206K sold.

Claraphi Advisory Network first reported a position in XT in Q3 2019 and held it in 6 quarters. The position peaked at $253K in Q4 2021. 215 funds tracked by Wall St. Rank hold XT as of Q3 2022.

Claraphi Advisory Network reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 4,301 iShares Future Exponential Technologies ETF shares in Q3 2022, an estimated $206K.
Claraphi Advisory Network first reported a position in iShares Future Exponential Technologies ETF in Q3 2019 and held it in 6 quarters.
Claraphi Advisory Network's iShares Future Exponential Technologies ETF position peaked at $253K in Q4 2021.
215 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.