Concord Wealth Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

Concord Wealth Partners’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	$201K	Buy	+2,433	New	+$190K	0.02%	218
2026 Q1	–	Sell	-2,817	Closed	-$196K	–	811
2025 Q4	$196K	Sell	2,817 -372	-12%	-$27.3K	0.03%	195
2025 Q3	$229K	Sell	3,189 -769	-19%	-$52.1K	0.03%	179
2025 Q2	$258K	Sell	3,958 -568	-13%	-$33.9K	0.04%	179
2025 Q1	$261K	Sell	4,526 -2,222	-33%	-$136K	0.04%	173
2024 Q4	$403K	Sell	6,748 -5,312	-44%	-$323K	0.07%	156
2024 Q3	$734K	Sell	12,060 -77,531	-87%	-$4.55M	0.12%	112
2024 Q2	$5.27M	Sell	89,591 -6,391	-7%	-$371K	0.93%	28
2024 Q1	$5.72M	Sell	95,982 -15,854	-14%	-$931K	1.03%	24
2023 Q4	$6.7M	Sell	111,836 -35,727	-24%	-$1.93M	1.34%	21
2023 Q3	$7.7M	Sell	147,563 -14,287	-9%	-$786K	1.64%	17
2023 Q2	$9M	Sell	161,850 -51,948	-24%	-$2.74M	1.94%	16
2023 Q1	$11.3M	Sell	213,798 -16,999	-7%	-$874K	3.2%	8
2022 Q4	$10.9M	Buy	230,797 +23,804	+11%	+$1.14M	3.29%	8
2022 Q3	$9.23M	Sell	206,993 -65,168	-24%	-$3.25M	2.93%	11
2022 Q2	$13M	Sell	272,161 -45,316	-14%	-$2.35M	3.58%	7
2022 Q1	$18.7M	Buy	317,477 +7,636	+2%	+$449K	4.85%	5
2021 Q4	$20.5M	Buy	309,841 +61,121	+25%	+$3.98M	5.01%	4
2021 Q3	$15.6M	Sell	248,720 -40,644	-14%	-$2.62M	6.39%	4
2021 Q2	$18.3M	Buy	289,364 +64,574	+29%	+$3.98M	5.25%	6
2021 Q1	$13.3M	Buy	224,790 +222,222	+8,654%	+$13.2M	4.48%	8
2020 Q4	$147K	Buy	+2,568	New	+$135K	0.11%	98

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

Concord Wealth Partners's XT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Future Exponential Technologies ETF (XT) in Q2 2026: 2,433 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in XT as recently as Q4 2025.

Concord Wealth Partners first reported a position in XT in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.5M in Q4 2021. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Concord Wealth Partners held 2,433 shares of iShares Future Exponential Technologies ETF worth $201K as of Q2 2026.
iShares Future Exponential Technologies ETF was a new Concord Wealth Partners position in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #218 holding.
Concord Wealth Partners first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 22 quarters since.
Concord Wealth Partners's iShares Future Exponential Technologies ETF position peaked at $20.5M in Q4 2021.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.