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 Q2	$2.44B	Sell	29,474,371 -2,933,650	-9%	-$229M	4.32%	7
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 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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

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

Financial Engines Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 9.1% in Q2 2026, selling an estimated $229M and leaving 29,474,371 shares worth $2.44B. The position accounts for 4.32% of the portfolio, ranked #7.

Financial Engines Advisors first reported a position in XT in Q4 2018 and has held it in 31 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Financial Engines Advisors held 29,474,371 shares of iShares Future Exponential Technologies ETF worth $2.44B as of Q2 2026.
Financial Engines Advisors sold 2,933,650 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $229M.
iShares Future Exponential Technologies ETF made up 4.32% of Financial Engines Advisors's portfolio in Q2 2026, its #7 holding.
Financial Engines Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2018 and has held it in 31 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

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