Clarity Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Clarity Wealth Advisors’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
2020 Q4	–	Sell	-4,451	Closed	-$216K	–	60
2020 Q3	$216K	Sell	4,451 -109	-2%	-$5.21K	0.15%	55
2020 Q2	$203K	Buy	+4,560	New	+$187K	0.16%	61

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Clarity Wealth Advisors's XT Position: Q4 2020 in Review

Clarity Wealth Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2020, closing a stake of 4,451 shares — an estimated $216K sold.

Clarity Wealth Advisors first reported a position in XT in Q2 2020 and held it in 2 quarters. The position peaked at $216K in Q3 2020. 184 funds tracked by Wall St. Rank hold XT as of Q4 2020.

Clarity Wealth Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2020 after selling out during the quarter.
Clarity Wealth Advisors sold 4,451 iShares Future Exponential Technologies ETF shares in Q4 2020, an estimated $216K.
Clarity Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2020 and held it in 2 quarters.
Clarity Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $216K in Q3 2020.
184 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2020.

Based on Clarity Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.