Essex Financial Services’s iShares Future Exponential Technologies ETF XT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Buy |
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|
2025
Q1 | $467K | Buy |
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|
2024
Q4 | $466K | Sell |
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|
2024
Q3 | $507K | Sell |
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|
2024
Q2 | $484K | Sell |
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|
2024
Q1 | $518K | Sell |
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|
2023
Q4 | $525K | Sell |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $535K | Sell |
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|
2023
Q1 | $514K | Sell |
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|
2022
Q4 | $484K | Sell |
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|
2022
Q3 | $501K | Hold |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | $747K | Buy |
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|
2021
Q3 | $545K | Sell |
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|
2021
Q2 | $528K | Hold |
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|
2021
Q1 | $528K | Buy |
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|
2020
Q4 | $461K | Buy |
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|
2020
Q3 | $339K | Buy |
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