Envestnet Portfolio Solutions
XT icon

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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return