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Clear Investment Research’s iShares Future Exponential Technologies ETF XT Stock Holding History

Clear Investment Research’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
2024
Q1 		– Sell
-535
Closed -$32K – 272
2023
Q4 		$32K Buy
+535
New +$28.8K 0.05% 131

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Investment Research's XT Position: Q1 2024 in Review

Clear Investment Research sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2024, closing a stake of 535 shares — an estimated $32K sold.

Clear Investment Research first reported a position in XT in Q4 2023 and held it in 1 quarter. The position peaked at $32K in Q4 2023. 247 funds tracked by Wall St. Rank hold XT as of Q1 2024.

  • Clear Investment Research reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2024 after selling out during the quarter.
  • Clear Investment Research sold 535 iShares Future Exponential Technologies ETF shares in Q1 2024, an estimated $32K.
  • Clear Investment Research first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and held it in 1 quarter.
  • Clear Investment Research's iShares Future Exponential Technologies ETF position peaked at $32K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2024.

Based on Clear Investment Research's 13F filing for Q1 2024, filed 2 May 2024.