EWA
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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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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