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

Crestmont 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
2022
Q2 		– Sell
-37
Closed -$2K – 57
2022
Q1 		$2K Buy
+37
New +$2.17K ﹤0.01% 49

Other funds holding XT

Financial Engines Advisors
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crestmont Private Wealth's XT Position: Q2 2022 in Review

Crestmont Private Wealth sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2022, closing a stake of 37 shares — an estimated $2K sold.

Crestmont Private Wealth first reported a position in XT in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 222 funds tracked by Wall St. Rank hold XT as of Q2 2022.

  • Crestmont Private Wealth reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2022 after selling out during the quarter.
  • Crestmont Private Wealth sold 37 iShares Future Exponential Technologies ETF shares in Q2 2022, an estimated $2K.
  • Crestmont Private Wealth first reported a position in iShares Future Exponential Technologies ETF in Q1 2022 and held it in 1 quarter.
  • Crestmont Private Wealth's iShares Future Exponential Technologies ETF position peaked at $2K in Q1 2022.
  • 222 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2022.

Based on Crestmont Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.