EFS
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Essex Financial Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Essex Financial Services’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 		$495K Sell
7,269
-1,000
-12% -$71K 0.03% 459
2025
Q4 		$577K Buy
8,269
+6
+0.1% +$440 0.03% 409
2025
Q3 		$594K Sell
8,263
-983
-11% -$66.5K 0.04% 380
2025
Q2 		$603K Buy
9,246
+1,141
+14% +$68K 0.04% 372
2025
Q1 		$467K Buy
8,105
+289
+4% +$17.7K 0.03% 397
2024
Q4 		$466K Sell
7,816
-579
-7% -$35.2K 0.03% 388
2024
Q3 		$507K Sell
8,395
-178
-2% -$10.4K 0.04% 376
2024
Q2 		$484K Sell
8,573
-118
-1% -$6.85K 0.04% 380
2024
Q1 		$518K Sell
8,691
-86
-1% -$5.05K 0.05% 316
2023
Q4 		$525K Sell
8,777
-335
-4% -$18.1K 0.05% 298
2023
Q3 		$476K Sell
9,112
-515
-5% -$28.3K 0.06% 285
2023
Q2 		$535K Sell
9,627
-135
-1% -$7.12K 0.06% 267
2023
Q1 		$514K Sell
9,762
-463
-5% -$23.8K 0.05% 277
2022
Q4 		$484K Sell
10,225
-1,024
-9% -$49K 0.05% 281
2022
Q3 		$501K Hold
11,249
– – 0.06% 252
2022
Q2 		$539K Sell
11,249
-262
-2% -$13.6K 0.06% 262
2022
Q1 		$680K Buy
11,511
+205
+2% +$12.1K 0.07% 242
2021
Q4 		$747K Buy
11,306
+2,614
+30% +$170K 0.07% 235
2021
Q3 		$545K Sell
8,692
-223
-3% -$14.4K 0.06% 257
2021
Q2 		$528K Hold
8,915
– – 0.08% 229
2021
Q1 		$528K Buy
8,915
+862
+11% +$51.3K 0.09% 191
2020
Q4 		$461K Buy
8,053
+1,085
+16% +$57.2K 0.09% 195
2020
Q3 		$339K Buy
+6,968
New +$333K 0.08% 210

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 $79.5B AUM 27.1% 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

Essex Financial Services's XT Position: Q1 2026 in Review

Essex Financial Services reduced its iShares Future Exponential Technologies ETF (XT) stake by 12% in Q1 2026, selling an estimated $71K and leaving 7,269 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #459.

Essex Financial Services first reported a position in XT in Q3 2020 and has held it in 23 quarters since. The position peaked at $747K in Q4 2021. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Essex Financial Services held 7,269 shares of iShares Future Exponential Technologies ETF worth $495K as of Q1 2026.
  • Essex Financial Services sold 1,000 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $71K.
  • iShares Future Exponential Technologies ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #459 holding.
  • Essex Financial Services first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and has held it in 23 quarters since.
  • Essex Financial Services's iShares Future Exponential Technologies ETF position peaked at $747K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.