Envestnet Portfolio Solutions’s iShares Future Exponential Technologies ETF XT Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-8,446	Closed	-$576K	–	1442
2026 Q1	$576K	Buy	8,446 +386	+5%	+$27.4K	﹤0.01%	841
2025 Q4	$562K	Buy	+8,060	New	+$590K	﹤0.01%	1003
2025 Q2	–	Sell	-15,387	Closed	-$886K	–	1657
2025 Q1	$886K	Sell	15,387 -359	-2%	-$21.9K	﹤0.01%	838
2024 Q4	$939K	Buy	15,746 +359	+2%	+$21.8K	﹤0.01%	953
2024 Q3	$937K	Hold	15,387	–	–	﹤0.01%	928
2024 Q2	$905K	Hold	15,387	–	–	﹤0.01%	893
2024 Q1	$917K	Sell	15,387 -134	-0.9%	-$7.87K	﹤0.01%	872
2023 Q4	$929K	Sell	15,521 -847	-5%	-$45.7K	﹤0.01%	809
2023 Q3	$855K	Buy	+16,368	New	+$901K	﹤0.01%	788

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

Envestnet Portfolio Solutions's XT Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2026, closing a stake of 8,446 shares — an estimated $576K sold.

Envestnet Portfolio Solutions first reported a position in XT in Q3 2023 and held it in 9 quarters. The position peaked at $939K in Q4 2024. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Envestnet Portfolio Solutions reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 8,446 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $576K.
Envestnet Portfolio Solutions first reported a position in iShares Future Exponential Technologies ETF in Q3 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's iShares Future Exponential Technologies ETF position peaked at $939K in Q4 2024.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.