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Econ Financial Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Econ Financial Services’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
-33,248
Closed -$1.91M – 112
2025
Q1 		$1.91M Buy
33,248
+21,874
+192% +$1.34M 1.02% 35
2024
Q4 		$679K Buy
+11,374
New +$692K 0.39% 66

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
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

Econ Financial Services's XT Position: Q2 2025 in Review

Econ Financial Services sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2025, closing a stake of 33,248 shares — an estimated $1.91M sold.

Econ Financial Services first reported a position in XT in Q4 2024 and held it in 2 quarters. The position peaked at $1.91M in Q1 2025. 263 funds tracked by Wall St. Rank hold XT as of Q2 2025.

  • Econ Financial Services reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2025 after selling out during the quarter.
  • Econ Financial Services sold 33,248 iShares Future Exponential Technologies ETF shares in Q2 2025, an estimated $1.91M.
  • Econ Financial Services first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and held it in 2 quarters.
  • Econ Financial Services's iShares Future Exponential Technologies ETF position peaked at $1.91M in Q1 2025.
  • 263 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2025.

Based on Econ Financial Services's 13F filing for Q2 2025, filed 4 Aug 2025.