Eldridge Investment Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Eldridge Investment Advisors’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
2022 Q1	–	Sell	-9,161	Closed	-$605K	–	137
2021 Q4	$605K	Sell	9,161 -1,443	-14%	-$94K	0.2%	66
2021 Q3	$665K	Buy	10,604 +310	+3%	+$20K	0.24%	64
2021 Q2	$651K	Buy	10,294 +1,813	+21%	+$112K	0.24%	63
2021 Q1	$502K	Buy	8,481 +1,090	+15%	+$64.8K	0.19%	68
2020 Q4	$423K	Buy	7,391 +2,580	+54%	+$136K	0.18%	67
2020 Q3	$234K	Buy	+4,811	New	+$230K	0.11%	92

Other funds holding XT

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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

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

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

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

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

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

Eldridge Investment Advisors's XT Position: Q1 2022 in Review

Eldridge Investment Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2022, closing a stake of 9,161 shares — an estimated $605K sold.

Eldridge Investment Advisors first reported a position in XT in Q3 2020 and held it in 6 quarters. The position peaked at $665K in Q3 2021. 239 funds tracked by Wall St. Rank hold XT as of Q1 2022.

Eldridge Investment Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2022 after selling out during the quarter.
Eldridge Investment Advisors sold 9,161 iShares Future Exponential Technologies ETF shares in Q1 2022, an estimated $605K.
Eldridge Investment Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and held it in 6 quarters.
Eldridge Investment Advisors's iShares Future Exponential Technologies ETF position peaked at $665K in Q3 2021.
239 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2022.

Based on Eldridge Investment Advisors's 13F filing for Q1 2022, filed 10 May 2022.