CA
XT icon

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

Crewe 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 		$26.2K Hold
385
– – ﹤0.01% 465
2025
Q4 		$26.9K Hold
385
– – ﹤0.01% 434
2025
Q3 		$27.7K Hold
385
– – ﹤0.01% 447
2025
Q2 		$25.1K Buy
+385
New +$23K ﹤0.01% 344

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

Crewe Advisors's XT Position: Q1 2026 in Review

Crewe Advisors held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2026 at 385 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Crewe Advisors first reported a position in XT in Q2 2025 and has held it in 4 quarters since. The position peaked at $27.7K in Q3 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Crewe Advisors held 385 shares of iShares Future Exponential Technologies ETF worth $26.2K as of Q1 2026.
  • Crewe Advisors left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2026.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #465 holding.
  • Crewe Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and has held it in 4 quarters since.
  • Crewe Advisors's iShares Future Exponential Technologies ETF position peaked at $27.7K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.