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

Dogwood 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 Q2	–	Sell	-334	Closed	-$19.2K	–	741
2025 Q1	$19.2K	Hold	334	–	–	0.01%	158
2024 Q4	$19.9K	Hold	334	–	–	0.01%	149
2024 Q3	$20.3K	Buy	+334	New	+$19.6K	0.01%	140

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WAP

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

Dogwood Wealth Management's XT Position: Q2 2025 in Review

Dogwood Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2025, closing a stake of 334 shares — an estimated $19.2K sold.

Dogwood Wealth Management first reported a position in XT in Q3 2024 and held it in 3 quarters. The position peaked at $20.3K in Q3 2024. 263 funds tracked by Wall St. Rank hold XT as of Q2 2025.

Dogwood Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2025 after selling out during the quarter.
Dogwood Wealth Management sold 334 iShares Future Exponential Technologies ETF shares in Q2 2025, an estimated $19.2K.
Dogwood Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2024 and held it in 3 quarters.
Dogwood Wealth Management's iShares Future Exponential Technologies ETF position peaked at $20.3K in Q3 2024.
263 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2025.

Based on Dogwood Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.