Evolution Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Evolution Wealth Advisors’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	$788K	Hold	9,535	–	–	0.09%	94
2026 Q1	$650K	Hold	9,535	–	–	0.07%	95
2025 Q4	$665K	Hold	9,535	–	–	0.07%	87
2025 Q3	$686K	Hold	9,535	–	–	0.09%	86
2025 Q2	$622K	Hold	9,535	–	–	0.09%	89
2025 Q1	$549K	Sell	9,535 -770	-7%	-$47.1K	0.09%	85
2024 Q4	$615K	Hold	10,305	–	–	0.1%	77
2024 Q3	$627K	Hold	10,305	–	–	0.11%	77
2024 Q2	$606K	Hold	10,305	–	–	0.12%	74
2024 Q1	$614K	Hold	10,305	–	–	0.12%	73
2023 Q4	$617K	Hold	10,305	–	–	0.12%	68
2023 Q3	$538K	Hold	10,305	–	–	0.12%	71
2023 Q2	$573K	Hold	10,305	–	–	0.13%	66
2023 Q1	$543K	Hold	10,305	–	–	0.13%	64
2022 Q4	$488K	Buy	+10,305	New	+$493K	0.12%	73

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

Evolution Wealth Advisors's XT Position: Q2 2026 in Review

Evolution Wealth Advisors held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 9,535 shares worth $788K. The position accounts for 0.09% of the portfolio, ranked #94.

Evolution Wealth Advisors first reported a position in XT in Q4 2022 and has held it in 15 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Evolution Wealth Advisors held 9,535 shares of iShares Future Exponential Technologies ETF worth $788K as of Q2 2026.
Evolution Wealth Advisors left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.09% of Evolution Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Evolution Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2022 and has held it in 15 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.