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

Ergawealth 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
2024 Q1	–	Sell	-4,510	Closed	-$270K	–	62
2023 Q4	$270K	Sell	4,510 -41	-0.9%	-$2.21K	0.17%	45
2023 Q3	$238K	Sell	4,551 -101	-2%	-$5.56K	0.16%	44
2023 Q2	$259K	Buy	4,652 +3	+0.1%	+$158	0.18%	39
2023 Q1	$245K	Sell	4,649 -932	-17%	-$47.9K	0.2%	38
2022 Q4	$264K	Buy	+5,581	New	+$267K	0.24%	37

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

NEPWA

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

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

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

Ergawealth Advisors's XT Position: Q1 2024 in Review

Ergawealth Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2024, closing a stake of 4,510 shares — an estimated $270K sold.

Ergawealth Advisors first reported a position in XT in Q4 2022 and held it in 5 quarters. The position peaked at $270K in Q4 2023. 247 funds tracked by Wall St. Rank hold XT as of Q1 2024.

Ergawealth Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2024 after selling out during the quarter.
Ergawealth Advisors sold 4,510 iShares Future Exponential Technologies ETF shares in Q1 2024, an estimated $270K.
Ergawealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2022 and held it in 5 quarters.
Ergawealth Advisors's iShares Future Exponential Technologies ETF position peaked at $270K in Q4 2023.
247 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2024.

Based on Ergawealth Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.