Financial Engines Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Financial Engines Advisors’s Portfolio TECB Stock Details TECB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256M	Sell	3,569,668 -382,770	-10%	-$25.4M	0.45%	29
2026 Q1	$219M	Buy	3,952,438 +17,009	+0.4%	+$993K	0.45%	32
2025 Q4	$240M	Sell	3,935,429 -195,503	-5%	-$12M	0.45%	31
2025 Q3	$249M	Sell	4,130,932 -223,947	-5%	-$13.1M	0.48%	30
2025 Q2	$250M	Buy	4,354,879 +33,025	+0.8%	+$1.71M	0.5%	30
2025 Q1	$211M	Sell	4,321,854 -158,533	-4%	-$8.44M	0.45%	31
2024 Q4	$238M	Sell	4,480,387 -228,089	-5%	-$12.2M	0.5%	31
2024 Q3	$241M	Sell	4,708,476 -210,552	-4%	-$10.4M	0.5%	31
2024 Q2	$248M	Sell	4,919,028 -325,131	-6%	-$15.5M	0.55%	30
2024 Q1	$251M	Sell	5,244,159 -329,132	-6%	-$15.2M	0.57%	30
2023 Q4	$239M	Sell	5,573,291 -523,605	-9%	-$20.4M	0.56%	30
2023 Q3	$223M	Sell	6,096,896 -2,621,903	-30%	-$99.5M	0.59%	31
2023 Q2	$330M	Sell	8,718,799 -979,725	-10%	-$33.8M	0.84%	27
2023 Q1	$322M	Sell	9,698,524 -176,164	-2%	-$5.39M	0.86%	27
2022 Q4	$270M	Buy	9,874,688 +861,658	+10%	+$24M	0.77%	28
2022 Q3	$236M	Sell	9,013,030 -836,622	-8%	-$24.9M	0.77%	29
2022 Q2	$277M	Buy	9,849,652 +893,071	+10%	+$27.8M	0.84%	29
2022 Q1	$327M	Sell	8,956,581 -41,040	-0.5%	-$1.49M	0.87%	28
2021 Q4	$377M	Buy	8,997,621 +618,209	+7%	+$26.2M	1%	28
2021 Q3	$344M	Sell	8,379,412 -1,067,305	-11%	-$44.7M	1.02%	28
2021 Q2	$378M	Buy	9,446,717 +772,824	+9%	+$29M	1.1%	28
2021 Q1	$307M	Sell	8,673,893 -315,436	-4%	-$11.3M	0.96%	28
2020 Q4	$316M	Sell	8,989,329 -859,797	-9%	-$28.8M	1.08%	26
2020 Q3	$316M	Sell	9,849,126 -508,128	-5%	-$15.8M	1.26%	19
2020 Q2	$302M	Buy	+10,357,254	New	+$274M	1.32%	18

Other funds holding TECB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Financial Engines Advisors's TECB Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 9.7% in Q2 2026, selling an estimated $25.4M and leaving 3,569,668 shares worth $256M. The position accounts for 0.45% of the portfolio, ranked #29.

Financial Engines Advisors first reported a position in TECB in Q2 2020 and has held it in 25 quarters since. The position peaked at $378M in Q2 2021. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

Financial Engines Advisors held 3,569,668 shares of iShares US Tech Breakthrough Multisector ETF worth $256M as of Q2 2026.
Financial Engines Advisors sold 382,770 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $25.4M.
iShares US Tech Breakthrough Multisector ETF made up 0.45% of Financial Engines Advisors's portfolio in Q2 2026, its #29 holding.
Financial Engines Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2020 and has held it in 25 quarters since.
Financial Engines Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $378M in Q2 2021.
93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.