Crossmark Global Holdings’s iShares Future Exponential Technologies ETF XT Stock Holding History

Crossmark Global Holdings’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
2025 Q4	–	Sell	-38,867	Closed	-$2.8M	–	1327
2025 Q3	$2.8M	Sell	38,867 -2,829	-7%	-$192K	0.04%	361
2025 Q2	$2.72M	Sell	41,696 -4,460	-10%	-$266K	0.04%	352
2025 Q1	$2.66M	Buy	+46,156	New	+$2.82M	0.05%	344

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Crossmark Global Holdings's XT Position: Q4 2025 in Review

Crossmark Global Holdings sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2025, closing a stake of 38,867 shares — an estimated $2.8M sold.

Crossmark Global Holdings first reported a position in XT in Q1 2025 and held it in 3 quarters. The position peaked at $2.8M in Q3 2025. 277 funds tracked by Wall St. Rank hold XT as of Q4 2025.

Crossmark Global Holdings reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2025 after selling out during the quarter.
Crossmark Global Holdings sold 38,867 iShares Future Exponential Technologies ETF shares in Q4 2025, an estimated $2.8M.
Crossmark Global Holdings first reported a position in iShares Future Exponential Technologies ETF in Q1 2025 and held it in 3 quarters.
Crossmark Global Holdings's iShares Future Exponential Technologies ETF position peaked at $2.8M in Q3 2025.
277 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.