Emerson Wealth’s iShares Future Exponential Technologies ETF XT Stock Holding History

Emerson Wealth’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 Q2	$370K	Buy	7,714 +1,303	+20%	+$67.6K	0.24%	16
2022 Q1	$379K	Hold	6,411	–	–	0.21%	17
2021 Q4	$424K	Buy	6,411 +2	+0%	+$130	0.22%	16
2021 Q3	$402K	Hold	6,409	–	–	0.22%	17
2021 Q2	$405K	Sell	6,409 -328	-5%	-$20.2K	0.22%	16
2021 Q1	$399K	Hold	6,737	–	–	0.24%	16
2020 Q4	$386K	Buy	6,737 +2,201	+49%	+$116K	0.23%	17
2020 Q3	$220K	Buy	+4,536	New	+$217K	0.15%	22

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

BCI

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

NEPWA

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

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

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

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

Emerson Wealth's XT Position: Q2 2022 in Review

Emerson Wealth increased its iShares Future Exponential Technologies ETF (XT) stake by 20% in Q2 2022, buying an estimated $67.6K and bringing the position to 7,714 shares worth $370K. The position accounts for 0.24% of the portfolio, ranked #16.

Emerson Wealth first reported a position in XT in Q3 2020 and has held it in 8 quarters since. The position peaked at $424K in Q4 2021. 222 funds tracked by Wall St. Rank hold XT as of Q2 2022.

Emerson Wealth held 7,714 shares of iShares Future Exponential Technologies ETF worth $370K as of Q2 2022.
Emerson Wealth bought 1,303 iShares Future Exponential Technologies ETF shares in Q2 2022, an estimated $67.6K.
iShares Future Exponential Technologies ETF made up 0.24% of Emerson Wealth's portfolio in Q2 2022, its #16 holding.
Emerson Wealth first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and has held it in 8 quarters since.
Emerson Wealth's iShares Future Exponential Technologies ETF position peaked at $424K in Q4 2021.
222 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.