Corrigan Financial’s iShares Future Exponential Technologies ETF XT Stock Holding History

Corrigan Financial’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
2022 Q1	–	Sell	-275,625	Closed	-$18.2M	–	93
2021 Q4	$18.2M	Buy	275,625 +5,158	+2%	+$336K	5.24%	5
2021 Q3	$17M	Buy	270,467 +2,850	+1%	+$184K	5.19%	5
2021 Q2	$16.9M	Buy	267,617 +16,838	+7%	+$1.04M	5.17%	5
2021 Q1	$14.9M	Buy	+250,779	New	+$14.9M	4.96%	6

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Corrigan Financial's XT Position: Q1 2022 in Review

Corrigan Financial sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2022, closing a stake of 275,625 shares — an estimated $18.2M sold.

Corrigan Financial first reported a position in XT in Q1 2021 and held it in 4 quarters. The position peaked at $18.2M in Q4 2021. 239 funds tracked by Wall St. Rank hold XT as of Q1 2022.

Corrigan Financial reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2022 after selling out during the quarter.
Corrigan Financial sold 275,625 iShares Future Exponential Technologies ETF shares in Q1 2022, an estimated $18.2M.
Corrigan Financial first reported a position in iShares Future Exponential Technologies ETF in Q1 2021 and held it in 4 quarters.
Corrigan Financial's iShares Future Exponential Technologies ETF position peaked at $18.2M in Q4 2021.
239 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2022.

Based on Corrigan Financial's 13F filing for Q1 2022, filed 1 Sep 2023.