Farther Finance Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Farther Finance 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 Q3	$1.02M	Sell	12,243 -611	-5%	-$50K	0.01%	1120
2026 Q2	$1.06M	Sell	12,854 -245	-2%	-$19.1K	0.01%	1063
2026 Q1	$905K	Buy	13,099 +4,603	+54%	+$327K	0.01%	1032
2025 Q4	$592K	Buy	8,496 +1,345	+19%	+$98.5K	0.01%	1192
2025 Q3	$514K	Buy	7,151 +544	+8%	+$36.8K	0.01%	1055
2025 Q2	$431K	Sell	6,607 -1,284	-16%	-$76.6K	0.01%	982
2025 Q1	$454K	Buy	7,891 +2,510	+47%	+$153K	0.01%	823
2024 Q4	$321K	Buy	5,381 +5,257	+4,240%	+$320K	0.01%	778
2024 Q3	$7.55K	Buy	+124	New	+$7.28K	﹤0.01%	2476

Other funds holding XT

DAS

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Farther Finance Advisors's XT Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 4.8% in Q3 2026, selling an estimated $50K and leaving 12,243 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1120.

Farther Finance Advisors first reported a position in XT in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q2 2026. 19 funds tracked by Wall St. Rank hold XT as of Q3 2026.

Farther Finance Advisors held 12,243 shares of iShares Future Exponential Technologies ETF worth $1.02M as of Q3 2026.
Farther Finance Advisors sold 611 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $50K.
iShares Future Exponential Technologies ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1120 holding.
Farther Finance Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2024 and has held it in 9 quarters since.
Farther Finance Advisors's iShares Future Exponential Technologies ETF position peaked at $1.06M in Q2 2026.
19 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.