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

EP Wealth Advisors’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 		$479K Sell
7,028
-156
-2% -$11.1K ﹤0.01% 914
2025
Q4 		$501K Buy
+7,184
New +$526K ﹤0.01% 877
2025
Q2 		$412K Sell
6,307
-1,265
-17% -$75.4K ﹤0.01% 859
2025
Q1 		$436K Sell
7,572
-1,138
-13% -$69.6K ﹤0.01% 754
2024
Q4 		$520K Buy
8,710
+1,695
+24% +$103K ﹤0.01% 686
2024
Q3 		$427K Buy
7,015
+794
+13% +$46.6K ﹤0.01% 737
2024
Q2 		$366K Sell
6,221
-2,606
-30% -$151K ﹤0.01% 605
2024
Q1 		$526K Sell
8,827
-873
-9% -$51.3K 0.01% 503
2023
Q4 		$581K Sell
9,700
-468
-5% -$25.2K 0.01% 467
2023
Q3 		$531K Buy
10,168
+9,329
+1,112% +$513K 0.01% 453
2023
Q2 		$618K Sell
839
-1,975
-70% -$104K 0.01% 423
2023
Q1 		$587K Sell
2,814
-12,429
-82% -$639K 0.01% 386
2022
Q4 		$722K Sell
15,243
-1,857
-11% -$88.9K 0.01% 330
2022
Q3 		$764K Sell
17,100
-1,559
-8% -$77.8K 0.02% 255
2022
Q2 		$895K Sell
18,659
-3,019
-14% -$157K 0.02% 273
2022
Q1 		$1.28M Sell
21,678
-6,197
-22% -$364K 0.03% 244
2021
Q4 		$1.84M Sell
27,875
-753
-3% -$49.1K 0.04% 193
2021
Q3 		$1.8M Sell
28,628
-816
-3% -$52.6K 0.05% 181
2021
Q2 		$1.86M Sell
29,444
-1,488
-5% -$91.6K 0.05% 183
2021
Q1 		$1.83M Buy
30,932
+4,607
+18% +$274K 0.06% 173
2020
Q4 		$1.51M Sell
26,325
-3,723
-12% -$196K 0.05% 148
2020
Q3 		$1.46M Sell
30,048
-19,062
-39% -$912K 0.06% 132
2020
Q2 		$2.19M Sell
49,110
-44,283
-47% -$1.82M 0.09% 107
2020
Q1 		$3.33M Sell
93,393
-95,707
-51% -$3.91M 0.16% 93
2019
Q4 		$8.09M Sell
189,100
-68,379
-27% -$2.78M 0.33% 57
2019
Q3 		$9.95M Buy
+257,479
New +$9.91M 0.49% 50

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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $666B 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

EP Wealth Advisors's XT Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 2.2% in Q1 2026, selling an estimated $11.1K and leaving 7,028 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

EP Wealth Advisors first reported a position in XT in Q3 2019 and has held it in 26 quarters since. The position peaked at $9.95M in Q3 2019. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • EP Wealth Advisors held 7,028 shares of iShares Future Exponential Technologies ETF worth $479K as of Q1 2026.
  • EP Wealth Advisors sold 156 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $11.1K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #914 holding.
  • EP Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2019 and has held it in 26 quarters since.
  • EP Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $9.95M in Q3 2019.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.