Csenge Advisory Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Csenge Advisory Group’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	-18,911	Closed	-$1.12M	–	692
2022 Q1	$1.12M	Buy	+18,911	New	+$1.11M	0.09%	197
2021 Q4	–	Sell	-18,480	Closed	-$1.16M	–	619
2021 Q3	$1.16M	Buy	+18,480	New	+$1.19M	0.1%	188
2017 Q4	–	Sell	-20,003	Closed	-$687K	–	291
2017 Q3	$687K	Buy	+20,003	New	+$662K	0.27%	90

Other funds holding XT

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Csenge Advisory Group's XT Position: Q2 2022 in Review

Csenge Advisory Group sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2022, closing a stake of 18,911 shares — an estimated $1.12M sold.

Csenge Advisory Group first reported a position in XT in Q3 2017 and held it in 3 quarters. The position peaked at $1.16M in Q3 2021. 222 funds tracked by Wall St. Rank hold XT as of Q2 2022.

Csenge Advisory Group reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2022 after selling out during the quarter.
Csenge Advisory Group sold 18,911 iShares Future Exponential Technologies ETF shares in Q2 2022, an estimated $1.12M.
Csenge Advisory Group first reported a position in iShares Future Exponential Technologies ETF in Q3 2017 and held it in 3 quarters.
Csenge Advisory Group's iShares Future Exponential Technologies ETF position peaked at $1.16M in Q3 2021.
222 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2022.

Based on Csenge Advisory Group's 13F filing for Q2 2022, filed 27 Jul 2022.