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

Destination 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
2026
Q2 		$479K Sell
5,801
-197
-3% -$15.4K 0.01% 225
2026
Q1 		$409K Sell
5,998
-1,767
-23% -$126K 0.01% 224
2025
Q4 		$542K Sell
7,765
-423
-5% -$31K 0.01% 184
2025
Q3 		$589K Sell
8,188
-1,310
-14% -$88.7K 0.02% 166
2025
Q2 		$620K Sell
9,498
-461
-5% -$27.5K 0.02% 159
2025
Q1 		$573K Sell
9,959
-51
-0.5% -$3.12K 0.02% 157
2024
Q4 		$597K Sell
10,010
-92
-0.9% -$5.59K 0.02% 146
2024
Q3 		$615K Sell
10,102
-654
-6% -$38.4K 0.02% 144
2024
Q2 		$633K Sell
10,756
-492
-4% -$28.6K 0.02% 137
2024
Q1 		$671K Sell
11,248
-3,443
-23% -$202K 0.02% 135
2023
Q4 		$880K Sell
14,691
-942
-6% -$50.8K 0.03% 126
2023
Q3 		$816K Sell
15,633
-5,241
-25% -$288K 0.03% 123
2023
Q2 		$1.16M Sell
20,874
-37,163
-64% -$1.96M 0.04% 114
2023
Q1 		$3.06M Sell
58,037
-130,356
-69% -$6.7M 0.12% 98
2022
Q4 		$8.92M Sell
188,393
-48,339
-20% -$2.31M 0.35% 70
2022
Q3 		$10.6M Sell
236,732
-25,376
-10% -$1.27M 0.44% 64
2022
Q2 		$12.6M Sell
262,108
-50,584
-16% -$2.63M 0.51% 62
2022
Q1 		$18.5M Sell
312,692
-235,327
-43% -$13.8M 0.68% 56
2021
Q4 		$36.2M Buy
548,019
+9,279
+2% +$604K 1.28% 25
2021
Q3 		$33.8M Buy
538,740
+21,996
+4% +$1.42M 1.31% 24
2021
Q2 		$32.7M Buy
516,744
+508,724
+6,343% +$31.3M 1.26% 25
2021
Q1 		$475K Buy
+8,020
New +$477K 0.02% 130
2018
Q4 		– Sell
-9
Closed – – 717
2018
Q3 		$0 Buy
+9
New +$342 ﹤0.01% 778

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Destination Wealth Management's XT Position: Q2 2026 in Review

Destination Wealth Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 3.3% in Q2 2026, selling an estimated $15.4K and leaving 5,801 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #225.

Destination Wealth Management first reported a position in XT in Q3 2018 and has held it in 23 quarters since. The position peaked at $36.2M in Q4 2021. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Destination Wealth Management held 5,801 shares of iShares Future Exponential Technologies ETF worth $479K as of Q2 2026.
  • Destination Wealth Management sold 197 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $15.4K.
  • iShares Future Exponential Technologies ETF made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Destination Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2018 and has held it in 23 quarters since.
  • Destination Wealth Management's iShares Future Exponential Technologies ETF position peaked at $36.2M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.