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 Q3	$599K	Sell	7,182 -2,731	-28%	-$224K	0.23%	47
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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

CNWM

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Family Office Research's XT Position: Q3 2026 in Review

Family Office Research reduced its iShares Future Exponential Technologies ETF (XT) stake by 28% in Q3 2026, selling an estimated $224K and leaving 7,182 shares worth $599K. The position accounts for 0.23% of the portfolio, ranked #47.

Family Office Research first reported a position in XT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q4 2024. 25 funds tracked by Wall St. Rank hold XT as of Q3 2026.

Family Office Research held 7,182 shares of iShares Future Exponential Technologies ETF worth $599K as of Q3 2026.
Family Office Research sold 2,731 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $224K.
iShares Future Exponential Technologies ETF made up 0.23% of Family Office Research's portfolio in Q3 2026, its #47 holding.
Family Office Research first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and has held it in 8 quarters since.
Family Office Research's iShares Future Exponential Technologies ETF position peaked at $1.06M in Q4 2024.
25 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Family Office Research's 13F filing for Q3 2026, filed 14 Oct 2026.