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Coldstream Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-1,420
Closed -$81.7K – 3411
2025
Q1 		$81.7K Buy
+1,420
New +$86.8K ﹤0.01% 1455

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Coldstream Capital Management's XT Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2025, closing a stake of 1,420 shares — an estimated $81.7K sold.

Coldstream Capital Management first reported a position in XT in Q1 2025 and held it in 1 quarter. The position peaked at $81.7K in Q1 2025. 263 funds tracked by Wall St. Rank hold XT as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,420 iShares Future Exponential Technologies ETF shares in Q2 2025, an estimated $81.7K.
  • Coldstream Capital Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares Future Exponential Technologies ETF position peaked at $81.7K in Q1 2025.
  • 263 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.