Evergreen Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Evergreen Capital Management’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 Q2	$2.34M	Buy	28,279 +5	+0%	+$390	0.04%	316
2026 Q1	$1.93M	Sell	28,274 -2,254	-7%	-$160K	0.04%	320
2025 Q4	$2.13M	Buy	30,528 +87	+0.3%	+$6.37K	0.05%	296
2025 Q3	$2.19M	Hold	30,441	–	–	0.05%	275
2025 Q2	$1.99M	Sell	30,441 -609	-2%	-$36.3K	0.06%	266
2025 Q1	$1.79M	Sell	31,050 -5,393	-15%	-$330K	0.06%	267
2024 Q4	$2.17M	Sell	36,443 -3,394	-9%	-$206K	0.07%	245
2024 Q3	$2.43M	Sell	39,837 -11,667	-23%	-$685K	0.08%	225
2024 Q2	$3.03M	Sell	51,504 -11,709	-19%	-$680K	0.11%	194
2024 Q1	$3.77M	Sell	63,213 -52,463	-45%	-$3.08M	0.14%	161
2023 Q4	$6.93M	Sell	115,676 -4,517	-4%	-$244K	0.28%	102
2023 Q3	$6.28M	Sell	120,193 -3,185	-3%	-$175K	0.28%	111
2023 Q2	$6.86M	Buy	123,378 +5,112	+4%	+$269K	0.29%	105
2023 Q1	$6.23M	Buy	118,266 +15,510	+15%	+$797K	0.28%	107
2022 Q4	$4.86M	Sell	102,756 -12,989	-11%	-$622K	0.23%	127
2022 Q3	$5.16M	Buy	115,745 +14,010	+14%	+$699K	0.27%	111
2022 Q2	$4.88M	Sell	101,735 -966	-0.9%	-$50.1K	0.25%	111
2022 Q1	$6.06M	Buy	102,701 +6,470	+7%	+$380K	0.25%	118
2021 Q4	$6.36M	Buy	96,231 +44,683	+87%	+$2.91M	0.25%	111
2021 Q3	$3.23M	Buy	51,548 +15,837	+44%	+$1.02M	0.15%	160
2021 Q2	$2.26M	Buy	+35,711	New	+$2.2M	0.11%	195

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evergreen Capital Management's XT Position: Q2 2026 in Review

Evergreen Capital Management increased its iShares Future Exponential Technologies ETF (XT) stake by 0.02% in Q2 2026, buying an estimated $390 and bringing the position to 28,279 shares worth $2.34M. The position accounts for 0.04% of the portfolio, ranked #316.

Evergreen Capital Management first reported a position in XT in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.93M in Q4 2023. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Evergreen Capital Management held 28,279 shares of iShares Future Exponential Technologies ETF worth $2.34M as of Q2 2026.
Evergreen Capital Management bought 5 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $390.
iShares Future Exponential Technologies ETF made up 0.04% of Evergreen Capital Management's portfolio in Q2 2026, its #316 holding.
Evergreen Capital Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2021 and has held it in 21 quarters since.
Evergreen Capital Management's iShares Future Exponential Technologies ETF position peaked at $6.93M in Q4 2023.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.