Coastline Trust’s iShares Future Exponential Technologies ETF XT Stock Holding History

Coastline Trust’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	$434K	Sell	5,200 -80	-2%	-$6.55K	0.04%	151
2026 Q2	$436K	Hold	5,280	–	–	0.04%	163
2026 Q1	$360K	Hold	5,280	–	–	0.04%	171
2025 Q4	$368K	Hold	5,280	–	–	0.03%	177
2025 Q3	$380K	Hold	5,280	–	–	0.04%	166
2025 Q2	$345K	Hold	5,280	–	–	0.04%	167
2025 Q1	$304K	Hold	5,280	–	–	0.04%	176
2024 Q4	$315K	Hold	5,280	–	–	0.04%	178
2024 Q3	$321K	Buy	+5,280	New	+$310K	0.04%	183
2022 Q4	–	Sell	-109,804	Closed	-$4.89M	–	314
2022 Q3	$4.89M	Sell	109,804 -3,971	-3%	-$198K	0.78%	27
2022 Q2	$5.45M	Sell	113,775 -17,154	-13%	-$890K	0.81%	25
2022 Q1	$7.73M	Buy	130,929 +7,370	+6%	+$433K	0.94%	16
2021 Q4	$8.16M	Buy	123,559 +1,665	+1%	+$108K	0.93%	19
2021 Q3	$7.65M	Buy	121,894 +1,719	+1%	+$111K	0.95%	19
2021 Q2	$7.6M	Sell	120,175 -14,515	-11%	-$894K	0.94%	19
2021 Q1	$7.98M	Buy	134,690 +285	+0.2%	+$16.9K	1.03%	18
2020 Q4	$7.69M	Buy	134,405 +10,190	+8%	+$538K	1.03%	16
2020 Q3	$6.04M	Buy	124,215 +43,270	+53%	+$2.07M	0.91%	19
2020 Q2	$3.6M	Buy	80,945 +15,530	+24%	+$637K	0.57%	56
2020 Q1	$2.33M	Buy	65,415 +3,350	+5%	+$137K	0.42%	81
2019 Q4	$2.65M	Buy	62,065 +7,845	+14%	+$319K	0.37%	100
2019 Q3	$2.1M	Buy	54,220 +3,565	+7%	+$137K	0.31%	125
2019 Q2	$1.95M	Buy	50,655 +6,760	+15%	+$257K	0.28%	129
2019 Q1	$1.67M	Sell	43,895 -390	-0.9%	-$14.2K	0.25%	145
2018 Q4	$1.47M	Buy	44,285 +5,825	+15%	+$207K	0.25%	137
2018 Q3	$1.49M	Buy	38,460 +8,745	+29%	+$332K	0.21%	158
2018 Q2	$1.08M	Buy	29,715 +4,165	+16%	+$153K	0.16%	193
2018 Q1	$930K	Buy	25,550 +7,560	+42%	+$280K	0.14%	197
2017 Q4	$638K	Buy	17,990 +1,710	+11%	+$59.9K	0.1%	226
2017 Q3	$559K	Buy	16,280 +4,490	+38%	+$149K	0.1%	218
2017 Q2	$375K	Buy	+11,790	New	+$366K	0.07%	236

Other funds holding XT

DAS

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

FFA

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

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

SWA

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Coastline Trust's XT Position: Q3 2026 in Review

Coastline Trust reduced its iShares Future Exponential Technologies ETF (XT) stake by 1.5% in Q3 2026, selling an estimated $6.55K and leaving 5,200 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #151.

Coastline Trust first reported a position in XT in Q2 2017 and has held it in 31 quarters since. The position peaked at $8.16M in Q4 2021. 19 funds tracked by Wall St. Rank hold XT as of Q3 2026.

Coastline Trust held 5,200 shares of iShares Future Exponential Technologies ETF worth $434K as of Q3 2026.
Coastline Trust sold 80 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $6.55K.
iShares Future Exponential Technologies ETF made up 0.04% of Coastline Trust's portfolio in Q3 2026, its #151 holding.
Coastline Trust first reported a position in iShares Future Exponential Technologies ETF in Q2 2017 and has held it in 31 quarters since.
Coastline Trust's iShares Future Exponential Technologies ETF position peaked at $8.16M in Q4 2021.
19 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.