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Crescent Grove Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Crescent Grove Advisors’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 		$905K Sell
13,285
-2,981
-18% -$212K 0.09% 141
2025
Q4 		$1.13M Sell
16,266
-1,141
-7% -$83.6K 0.11% 120
2025
Q3 		$1.25M Sell
17,407
-28
-0.2% -$1.9K 0.12% 109
2025
Q2 		$1.14M Sell
17,435
-1,208
-6% -$72K 0.11% 105
2025
Q1 		$1.07M Sell
18,643
-116
-0.6% -$7.09K 0.11% 106
2024
Q4 		$1.12M Sell
18,759
-13,325
-42% -$810K 0.11% 107
2024
Q3 		$1.95M Sell
32,084
-11,219
-26% -$659K 0.2% 78
2024
Q2 		$2.55M Sell
43,303
-6,629
-13% -$385K 0.28% 60
2024
Q1 		$2.98M Sell
49,932
-8,075
-14% -$474K 0.31% 54
2023
Q4 		$3.47M Sell
58,007
-630
-1% -$34K 0.39% 49
2023
Q3 		$3.06M Sell
58,637
-8,698
-13% -$479K 0.38% 45
2023
Q2 		$3.74M Sell
67,335
-6,774
-9% -$357K 0.4% 51
2023
Q1 		$3.91M Sell
74,109
-993
-1% -$51K 0.45% 42
2022
Q4 		$3.56M Sell
75,102
-106,125
-59% -$5.08M 0.37% 45
2022
Q3 		$8.08M Buy
181,227
+169
+0.1% +$8.43K 0.93% 24
2022
Q2 		$8.68M Buy
181,058
+2,395
+1% +$124K 0.91% 22
2022
Q1 		$10.5M Sell
178,663
-264
-0.1% -$15.5K 1.03% 20
2021
Q4 		$11.8M Buy
178,927
+11,790
+7% +$768K 1.11% 20
2021
Q3 		$10.5M Buy
167,137
+6,724
+4% +$433K 1.11% 19
2021
Q2 		$10.1M Sell
160,413
-7,910
-5% -$487K 1.07% 22
2021
Q1 		$9.97M Buy
168,323
+14,708
+10% +$875K 1.17% 22
2020
Q4 		$8.79M Buy
153,615
+100,367
+188% +$5.29M 1.15% 21
2020
Q3 		$2.59M Buy
+53,248
New +$2.55M 0.52% 39

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

Crescent Grove Advisors's XT Position: Q1 2026 in Review

Crescent Grove Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 18% in Q1 2026, selling an estimated $212K and leaving 13,285 shares worth $905K. The position accounts for 0.09% of the portfolio, ranked #141.

Crescent Grove Advisors first reported a position in XT in Q3 2020 and has held it in 23 quarters since. The position peaked at $11.8M in Q4 2021. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Crescent Grove Advisors held 13,285 shares of iShares Future Exponential Technologies ETF worth $905K as of Q1 2026.
  • Crescent Grove Advisors sold 2,981 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $212K.
  • iShares Future Exponential Technologies ETF made up 0.09% of Crescent Grove Advisors's portfolio in Q1 2026, its #141 holding.
  • Crescent Grove Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and has held it in 23 quarters since.
  • Crescent Grove Advisors's iShares Future Exponential Technologies ETF position peaked at $11.8M in Q4 2021.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.