Financial Engines Advisors
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Financial Engines Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Financial Engines 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 		$2.21B Sell
32,408,021
-344,249
-1% -$24.5M 4.48% 6
2025
Q4 		$2.28B Sell
32,752,270
-410,155
-1% -$30M 4.33% 7
2025
Q3 		$2.39B Sell
33,162,425
-1,452,015
-4% -$98.3M 4.55% 7
2025
Q2 		$2.26B Buy
34,614,440
+309,006
+0.9% +$18.4M 4.51% 7
2025
Q1 		$1.97B Sell
34,305,434
-369,730
-1% -$22.6M 4.24% 7
2024
Q4 		$2.07B Buy
34,675,164
+451,288
+1% +$27.4M 4.35% 7
2024
Q3 		$2.08B Buy
34,223,876
+417,506
+1% +$24.5M 4.35% 7
2024
Q2 		$1.99B Buy
33,806,370
+607,900
+2% +$35.3M 4.42% 7
2024
Q1 		$1.98B Sell
33,198,470
-251,818
-0.8% -$14.8M 4.46% 7
2023
Q4 		$2B Buy
33,450,288
+10,637
+0% +$574K 4.72% 6
2023
Q3 		$1.75B Sell
33,439,651
-56,178
-0.2% -$3.09M 4.59% 7
2023
Q2 		$1.86B Sell
33,495,829
-147,781
-0.4% -$7.79M 4.72% 6
2023
Q1 		$1.77B Buy
33,643,610
+477,872
+1% +$24.6M 4.71% 6
2022
Q4 		$1.57B Buy
33,165,738
+2,057,928
+7% +$98.5M 4.49% 6
2022
Q3 		$1.39B Buy
31,107,810
+688,275
+2% +$34.3M 4.52% 7
2022
Q2 		$1.46B Buy
30,419,535
+825,962
+3% +$42.9M 4.44% 8
2022
Q1 		$1.75B Buy
29,593,573
+1,820,253
+7% +$107M 4.66% 8
2021
Q4 		$1.83B Buy
27,773,320
+625,875
+2% +$40.8M 4.88% 8
2021
Q3 		$1.7B Buy
27,147,445
+70,274
+0.3% +$4.53M 5.03% 7
2021
Q2 		$1.71B Buy
27,077,171
+848,810
+3% +$52.3M 4.97% 8
2021
Q1 		$1.55B Sell
26,228,361
-1,042,355
-4% -$62M 4.85% 9
2020
Q4 		$1.56B Sell
27,270,716
-498,672
-2% -$26.3M 5.32% 7
2020
Q3 		$1.35B Sell
27,769,388
-3,685,348
-12% -$176M 5.37% 7
2020
Q2 		$1.4B Sell
31,454,736
-1,294,110
-4% -$53.1M 6.13% 6
2020
Q1 		$1.17B Sell
32,748,846
-8,501,987
-21% -$347M 6.26% 5
2019
Q4 		$1.76B Sell
41,250,833
-881,673
-2% -$35.9M 8.53% 4
2019
Q3 		$1.63B Buy
42,132,506
+405,595
+1% +$15.6M 8.76% 4
2019
Q2 		$1.61B Sell
41,726,911
-777,376
-2% -$29.6M 9.41% 3
2019
Q1 		$1.61B Buy
42,504,287
+593,873
+1% +$21.6M 8.81% 4
2018
Q4 		$1.39B Buy
+41,910,414
New +$1.49B 9.63% 3

Other funds holding XT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $666B 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Engines Advisors's XT Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 1.1% in Q1 2026, selling an estimated $24.5M and leaving 32,408,021 shares worth $2.21B. The position accounts for 4.48% of the portfolio, ranked #6.

Financial Engines Advisors first reported a position in XT in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.39B in Q3 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Financial Engines Advisors held 32,408,021 shares of iShares Future Exponential Technologies ETF worth $2.21B as of Q1 2026.
  • Financial Engines Advisors sold 344,249 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $24.5M.
  • iShares Future Exponential Technologies ETF made up 4.48% of Financial Engines Advisors's portfolio in Q1 2026, its #6 holding.
  • Financial Engines Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2018 and has held it in 30 quarters since.
  • Financial Engines Advisors's iShares Future Exponential Technologies ETF position peaked at $2.39B in Q3 2025.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.