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Disciplined Investments’s iShares Future Exponential Technologies ETF XT Stock Holding History

Disciplined Investments’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
2020
Q2 		– Sell
-84
Closed -$3K – 451
2020
Q1 		$3K Buy
+84
New +$3.43K ﹤0.01% 356

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Disciplined Investments's XT Position: Q2 2020 in Review

Disciplined Investments sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2020, closing a stake of 84 shares — an estimated $3K sold.

Disciplined Investments first reported a position in XT in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 133 funds tracked by Wall St. Rank hold XT as of Q2 2020.

  • Disciplined Investments reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2020 after selling out during the quarter.
  • Disciplined Investments sold 84 iShares Future Exponential Technologies ETF shares in Q2 2020, an estimated $3K.
  • Disciplined Investments first reported a position in iShares Future Exponential Technologies ETF in Q1 2020 and held it in 1 quarter.
  • Disciplined Investments's iShares Future Exponential Technologies ETF position peaked at $3K in Q1 2020.
  • 133 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2020.

Based on Disciplined Investments's 13F filing for Q2 2020, filed 13 Aug 2020.