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 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 $49.2B AUM 14.31% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

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 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

Evergreen Capital Management's XT Position: Q1 2026 in Review

Evergreen Capital Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 7.4% in Q1 2026, selling an estimated $160K and leaving 28,274 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #320.

Evergreen Capital Management first reported a position in XT in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.93M in Q4 2023. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Evergreen Capital Management held 28,274 shares of iShares Future Exponential Technologies ETF worth $1.93M as of Q1 2026.
Evergreen Capital Management sold 2,254 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $160K.
iShares Future Exponential Technologies ETF made up 0.04% of Evergreen Capital Management's portfolio in Q1 2026, its #320 holding.
Evergreen Capital Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2021 and has held it in 20 quarters since.
Evergreen Capital Management's iShares Future Exponential Technologies ETF position peaked at $6.93M in Q4 2023.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.