Crescent Grove Advisors
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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
Q3 		$954K Sell
11,433
-1,740
-13% -$142K 0.08% 142
2026
Q2 		$1.09M Sell
13,173
-112
-0.8% -$8.75K 0.09% 135
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 		$10M Buy
168,323
+14,708
+10% +$875K 1.17% 22
2020
Q4 		$8.8M 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

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Crescent Grove Advisors's XT Position: Q3 2026 in Review

Crescent Grove Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 13% in Q3 2026, selling an estimated $142K and leaving 11,433 shares worth $954K. The position accounts for 0.08% of the portfolio, ranked #142.

Crescent Grove Advisors first reported a position in XT in Q3 2020 and has held it in 25 quarters since. The position peaked at $11.8M in Q4 2021. 148 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Crescent Grove Advisors held 11,433 shares of iShares Future Exponential Technologies ETF worth $954K as of Q3 2026.
  • Crescent Grove Advisors sold 1,740 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $142K.
  • iShares Future Exponential Technologies ETF made up 0.08% of Crescent Grove Advisors's portfolio in Q3 2026, its #142 holding.
  • Crescent Grove Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and has held it in 25 quarters since.
  • Crescent Grove Advisors's iShares Future Exponential Technologies ETF position peaked at $11.8M in Q4 2021.
  • 148 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.