Corient Private Wealth
XT icon

Corient Private Wealth’s iShares Future Exponential Technologies ETF XT Stock Holding History

Corient Private Wealth’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
Q1 		$526K Sell
7,724
-2,080
-21% -$148K ﹤0.01% 2003
2025
Q4 		$684K Buy
9,804
+4,605
+89% +$337K ﹤0.01% 2120
2025
Q3 		$374K Buy
+5,199
New +$352K ﹤0.01% 1982

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Corient Private Wealth's XT Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Future Exponential Technologies ETF (XT) stake by 21% in Q1 2026, selling an estimated $148K and leaving 7,724 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Corient Private Wealth first reported a position in XT in Q3 2025 and has held it in 3 quarters since. The position peaked at $684K in Q4 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Corient Private Wealth held 7,724 shares of iShares Future Exponential Technologies ETF worth $526K as of Q1 2026.
  • Corient Private Wealth sold 2,080 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $148K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2003 holding.
  • Corient Private Wealth first reported a position in iShares Future Exponential Technologies ETF in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's iShares Future Exponential Technologies ETF position peaked at $684K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.