Embree Financial Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Embree Financial Group’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
2026 Q2	$357K	Buy	4,321 +17	+0.4%	+$1.33K	0.04%	203
2026 Q1	$293K	Hold	4,304	–	–	0.03%	206
2025 Q4	$300K	Buy	4,304 +281	+7%	+$20.6K	0.04%	195
2025 Q3	$289K	Hold	4,023	–	–	0.04%	190
2025 Q2	$263K	Buy	+4,023	New	+$240K	0.04%	189
2025 Q1	–	Sell	-3,439	Closed	-$205K	–	212
2024 Q4	$205K	Buy	+3,439	New	+$209K	0.04%	188

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Embree Financial Group's XT Position: Q2 2026 in Review

Embree Financial Group increased its iShares Future Exponential Technologies ETF (XT) stake by 0.39% in Q2 2026, buying an estimated $1.33K and bringing the position to 4,321 shares worth $357K. The position accounts for 0.04% of the portfolio, ranked #203.

Embree Financial Group first reported a position in XT in Q4 2024 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Embree Financial Group held 4,321 shares of iShares Future Exponential Technologies ETF worth $357K as of Q2 2026.
Embree Financial Group bought 17 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $1.33K.
iShares Future Exponential Technologies ETF made up 0.04% of Embree Financial Group's portfolio in Q2 2026, its #203 holding.
Embree Financial Group first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and has held it in 6 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.