Evermay Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Evermay Wealth 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	$57.8K	Sell	700 -254	-27%	-$19.8K	0.01%	340
2026 Q1	$65K	Buy	954 +254	+36%	+$18K	0.01%	295
2025 Q4	$48.8K	Buy	+700	New	+$51.3K	0.01%	325
2022 Q3	–	Sell	-22	Closed	-$1K	–	569
2022 Q2	$1K	Sell	22 -4	-15%	-$208	﹤0.01%	505
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	491
2021 Q4	$2K	Buy	+26	New	+$1.69K	﹤0.01%	481

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

Evermay Wealth Management's XT Position: Q2 2026 in Review

Evermay Wealth Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 27% in Q2 2026, selling an estimated $19.8K and leaving 700 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #340.

Evermay Wealth Management first reported a position in XT in Q4 2021 and has held it in 6 quarters since. The position peaked at $65K in Q1 2026. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Evermay Wealth Management held 700 shares of iShares Future Exponential Technologies ETF worth $57.8K as of Q2 2026.
Evermay Wealth Management sold 254 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $19.8K.
iShares Future Exponential Technologies ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #340 holding.
Evermay Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and has held it in 6 quarters since.
Evermay Wealth Management's iShares Future Exponential Technologies ETF position peaked at $65K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.