Family Office Research’s iShares Future Exponential Technologies ETF XT Stock Holding History

Family Office Research’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	$819K	Hold	9,913	–	–	0.31%	35
2026 Q1	$676K	Sell	9,913 -103	-1%	-$7.32K	0.29%	36
2025 Q4	$705K	Sell	10,016 -3,608	-26%	-$264K	0.29%	37
2025 Q3	$980K	Sell	13,624 -76	-0.6%	-$5.14K	0.43%	30
2025 Q2	$894K	Sell	13,700 -48	-0.3%	-$2.86K	0.42%	28
2025 Q1	$791K	Sell	13,748 -4,073	-23%	-$249K	0.39%	29
2024 Q4	$1.06M	Buy	+17,821	New	+$1.08M	0.47%	27

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

Family Office Research's XT Position: Q2 2026 in Review

Family Office Research held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 9,913 shares worth $819K. The position accounts for 0.31% of the portfolio, ranked #35.

Family Office Research first reported a position in XT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2024. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Family Office Research held 9,913 shares of iShares Future Exponential Technologies ETF worth $819K as of Q2 2026.
Family Office Research left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.31% of Family Office Research's portfolio in Q2 2026, its #35 holding.
Family Office Research first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and has held it in 7 quarters since.
Family Office Research's iShares Future Exponential Technologies ETF position peaked at $1.06M in Q4 2024.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.