Envestnet Asset Management
XT icon

Envestnet Asset Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Envestnet Asset Management’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 		$5.85M Sell
70,825
-20,676
-23% -$1.61M ﹤0.01% 2352
2026
Q1 		$6.24M Buy
91,501
+2,835
+3% +$201K ﹤0.01% 2164
2025
Q4 		$6.18M Buy
88,666
+4,600
+5% +$337K ﹤0.01% 2032
2025
Q3 		$6.05M Buy
84,066
+1,536
+2% +$104K ﹤0.01% 2101
2025
Q2 		$5.39M Sell
82,530
-1,650
-2% -$98.4K ﹤0.01% 2150
2025
Q1 		$4.85M Sell
84,180
-2,904
-3% -$178K ﹤0.01% 2147
2024
Q4 		$5.2M Sell
87,084
-23,801
-21% -$1.45M ﹤0.01% 2077
2024
Q3 		$6.75M Buy
110,885
+4,359
+4% +$256K ﹤0.01% 1908
2024
Q2 		$6.27M Sell
106,526
-1,749
-2% -$102K ﹤0.01% 1867
2024
Q1 		$6.46M Buy
108,275
+5,135
+5% +$301K ﹤0.01% 1807
2023
Q4 		$6.17M Sell
103,140
-15,367
-13% -$829K ﹤0.01% 1748
2023
Q3 		$6.19M Sell
118,507
-12,872
-10% -$708K ﹤0.01% 1664
2023
Q2 		$7.3M Buy
131,379
+1,294
+1% +$68.2K ﹤0.01% 1486
2023
Q1 		$6.86M Buy
130,085
+4,380
+3% +$225K ﹤0.01% 1477
2022
Q4 		$5.95M Sell
125,705
-5,346
-4% -$256K ﹤0.01% 1504
2022
Q3 		$5.84M Buy
131,051
+11,030
+9% +$550K ﹤0.01% 1446
2022
Q2 		$5.75M Sell
120,021
-38,821
-24% -$2.01M ﹤0.01% 1451
2022
Q1 		$9.38M Buy
158,842
+21,396
+16% +$1.26M ﹤0.01% 1242
2021
Q4 		$9.08M Sell
137,446
-38,157
-22% -$2.49M ﹤0.01% 1234
2021
Q3 		$11M Buy
175,603
+7,905
+5% +$509K 0.01% 1093
2021
Q2 		$10.6M Buy
167,698
+7,735
+5% +$476K 0.01% 1099
2021
Q1 		$9.47M Sell
159,963
-55,263
-26% -$3.29M 0.01% 1071
2020
Q4 		$12.3M Sell
215,226
-11,453
-5% -$604K 0.01% 816
2020
Q3 		$11M Sell
226,679
-15,067
-6% -$721K 0.01% 774
2020
Q2 		$10.8M Buy
241,746
+91,497
+61% +$3.75M 0.01% 751
2020
Q1 		$5.35M Sell
150,249
-197,959
-57% -$8.09M 0.01% 965
2019
Q4 		$14.9M Buy
348,208
+12,082
+4% +$492K 0.02% 634
2019
Q3 		$13M Sell
336,126
-538,345
-62% -$20.7M 0.01% 637
2019
Q2 		$33.7M Buy
874,471
+112,321
+15% +$4.27M 0.04% 316
2019
Q1 		$29M Sell
762,150
-1,051,506
-58% -$38.3M 0.04% 334
2018
Q4 		$60.3M Sell
1,813,656
-39,749,232
-96% -$1.41B 0.09% 164
2018
Q3 		$1.61B Buy
+41,562,888
New +$1.58B 2.78% 8

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management's XT Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 23% in Q2 2026, selling an estimated $1.61M and leaving 70,825 shares worth $5.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Envestnet Asset Management first reported a position in XT in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.61B in Q3 2018. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Envestnet Asset Management held 70,825 shares of iShares Future Exponential Technologies ETF worth $5.85M as of Q2 2026.
  • Envestnet Asset Management sold 20,676 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $1.61M.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2352 holding.
  • Envestnet Asset Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2018 and has held it in 32 quarters since.
  • Envestnet Asset Management's iShares Future Exponential Technologies ETF position peaked at $1.61B in Q3 2018.
  • 288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.