Collective Family Office’s iShares Future Exponential Technologies ETF XT Stock Holding History

Collective Family Office’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 Q2	$389K	Hold	4,713	–	–	0.08%	131
2026 Q1	$321K	Hold	4,713	–	–	0.07%	133
2025 Q4	$329K	Hold	4,713	–	–	0.08%	129
2025 Q3	$339K	Hold	4,713	–	–	0.08%	128
2025 Q2	$308K	Hold	4,713	–	–	0.08%	132
2025 Q1	$271K	Hold	4,713	–	–	0.07%	141
2024 Q4	$281K	Hold	4,713	–	–	0.08%	145
2024 Q3	$287K	Hold	4,713	–	–	0.08%	152
2024 Q2	$277K	Hold	4,713	–	–	0.08%	154
2024 Q1	$281K	Hold	4,713	–	–	0.09%	150
2023 Q4	$282K	Hold	4,713	–	–	0.1%	137
2023 Q3	$246K	Hold	4,713	–	–	0.1%	150
2023 Q2	$262K	Hold	4,713	–	–	0.1%	152
2023 Q1	$248K	Hold	4,713	–	–	0.1%	148
2022 Q4	$223K	Hold	4,713	–	–	0.1%	156
2022 Q3	$210K	Hold	4,713	–	–	0.1%	161
2022 Q2	$226K	Hold	4,713	–	–	0.1%	171
2022 Q1	$278K	Hold	4,713	–	–	0.11%	159
2021 Q4	$311K	Hold	4,713	–	–	0.12%	146
2021 Q3	$296K	Hold	4,713	–	–	0.13%	137
2021 Q2	$298K	Hold	4,713	–	–	0.13%	139
2021 Q1	$279K	Hold	4,713	–	–	0.14%	141
2020 Q4	$270K	Buy	+4,713	New	+$249K	0.15%	139

Other funds holding XT

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Collective Family Office's XT Position: Q2 2026 in Review

Collective Family Office held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 4,713 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #131.

Collective Family Office first reported a position in XT in Q4 2020 and has held it in 23 quarters since. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Collective Family Office held 4,713 shares of iShares Future Exponential Technologies ETF worth $389K as of Q2 2026.
Collective Family Office left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.08% of Collective Family Office's portfolio in Q2 2026, its #131 holding.
Collective Family Office first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 23 quarters since.
288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.