Dakota Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Dakota Wealth Management’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	-3,570	Closed	-$257K	–	818
2025 Q3	$257K	Hold	3,570	–	–	0.01%	581
2025 Q2	$233K	Hold	3,570	–	–	﹤0.01%	685
2025 Q1	$205K	Hold	3,570	–	–	﹤0.01%	709
2024 Q4	$213K	Buy	+3,570	New	+$217K	﹤0.01%	698
2023 Q3	–	Sell	-3,629	Closed	-$202K	–	703
2023 Q2	$202K	Buy	+3,629	New	+$191K	0.01%	586

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

Dakota Wealth Management's XT Position: Q4 2025 in Review

Dakota Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2025, closing a stake of 3,570 shares — an estimated $257K sold.

Dakota Wealth Management first reported a position in XT in Q2 2023 and held it in 5 quarters. The position peaked at $257K in Q3 2025. 277 funds tracked by Wall St. Rank hold XT as of Q4 2025.

Dakota Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2025 after selling out during the quarter.
Dakota Wealth Management sold 3,570 iShares Future Exponential Technologies ETF shares in Q4 2025, an estimated $257K.
Dakota Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2023 and held it in 5 quarters.
Dakota Wealth Management's iShares Future Exponential Technologies ETF position peaked at $257K in Q3 2025.
277 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2025.

Based on Dakota Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.