D'Orazio & Associates’s iShares Future Exponential Technologies ETF XT Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-243	Closed	-$15K	–	726
2021 Q3	$15K	Buy	+243	New	+$15.7K	﹤0.01%	464

Other funds holding XT

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

D'Orazio & Associates's XT Position: Q4 2021 in Review

D'Orazio & Associates sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2021, closing a stake of 243 shares — an estimated $15K sold.

D'Orazio & Associates first reported a position in XT in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 250 funds tracked by Wall St. Rank hold XT as of Q4 2021.

D'Orazio & Associates reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 243 iShares Future Exponential Technologies ETF shares in Q4 2021, an estimated $15K.
D'Orazio & Associates first reported a position in iShares Future Exponential Technologies ETF in Q3 2021 and held it in 1 quarter.
D'Orazio & Associates's iShares Future Exponential Technologies ETF position peaked at $15K in Q3 2021.
250 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.