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

Edelman 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
2018
Q4 		– Sell
-41,930,563
Closed -$1.62B – 29
2018
Q3 		$1.62B Buy
41,930,563
+681,141
+2% +$25.9M 14.77% 3
2018
Q2 		$1.49B Buy
41,249,422
+974,658
+2% +$35.8M 14.21% 3
2018
Q1 		$1.47B Buy
40,274,764
+13,128,154
+48% +$486M 14.51% 3
2017
Q4 		$962M Sell
27,146,610
-165,407
-0.6% -$5.8M 9.78% 4
2017
Q3 		$938M Sell
27,312,017
-12,741
-0% -$421K 10.07% 4
2017
Q2 		$868M Sell
27,324,758
-737,636
-3% -$22.9M 9.84% 5
2017
Q1 		$833M Sell
28,062,394
-397,561
-1% -$11.4M 9.82% 5
2016
Q4 		$762M Buy
28,459,955
+670,550
+2% +$17.5M 9.58% 6
2016
Q3 		$734M Buy
27,789,405
+513,712
+2% +$13.3M 9.61% 6
2016
Q2 		$666M Buy
27,275,693
+674,877
+3% +$16.5M 9.06% 6
2016
Q1 		$643M Buy
26,600,816
+2,903,159
+12% +$66.8M 9.29% 6
2015
Q4 		$588M Sell
23,697,657
-1,249,759
-5% -$30.9M 8.87% 6
2015
Q3 		$580M Buy
24,947,416
+306,051
+1% +$7.62M 9.37% 6
2015
Q2 		$628M Buy
24,641,365
+1,429,173
+6% +$37.2M 9.69% 4
2015
Q1 		$588M Buy
+23,212,192
New +$589M 9.16% 6

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Edelman Financial Services's XT Position: Q4 2018 in Review

Edelman Financial Services sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2018, closing a stake of 41,930,563 shares — an estimated $1.62B sold.

Edelman Financial Services first reported a position in XT in Q1 2015 and held it in 15 quarters. The position peaked at $1.62B in Q3 2018. 93 funds tracked by Wall St. Rank hold XT as of Q4 2018.

  • Edelman Financial Services reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 41,930,563 iShares Future Exponential Technologies ETF shares in Q4 2018, an estimated $1.62B.
  • Edelman Financial Services first reported a position in iShares Future Exponential Technologies ETF in Q1 2015 and held it in 15 quarters.
  • Edelman Financial Services's iShares Future Exponential Technologies ETF position peaked at $1.62B in Q3 2018.
  • 93 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.