Focus Financial Network
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Focus Financial Network’s iShares Future Exponential Technologies ETF XT Stock Holding History

Focus Financial Network’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 		$414K Sell
4,969
-122
-2% -$10K 0.01% 538
2026
Q2 		$421K Sell
5,091
-218
-4% -$17K 0.01% 531
2026
Q1 		$362K Sell
5,309
-106
-2% -$7.53K 0.01% 556
2025
Q4 		$378K Buy
5,415
+288
+6% +$21.1K 0.01% 530
2025
Q3 		$369K Sell
5,127
-139
-3% -$9.41K 0.01% 535
2025
Q2 		$344K Sell
5,266
-366
-6% -$21.8K 0.01% 532
2025
Q1 		$324K Sell
5,632
-230
-4% -$14.1K 0.01% 530
2024
Q4 		$350K Sell
5,862
-322
-5% -$19.6K 0.01% 509
2024
Q3 		$376K Sell
6,184
-528
-8% -$31K 0.02% 482
2024
Q2 		$403K Sell
6,712
-217
-3% -$12.6K 0.02% 454
2024
Q1 		$383K Sell
6,929
-29,589
-81% -$1.74M 0.02% 433
2023
Q4 		$2.19M Buy
36,518
+28,989
+385% +$1.56M 0.08% 198
2023
Q3 		$393K Sell
7,529
-35
-0.5% -$1.93K 0.02% 400
2023
Q2 		$421K Buy
7,564
+12
+0.2% +$633 0.02% 399
2023
Q1 		$398K Sell
7,552
-193
-2% -$9.9K 0.02% 392
2022
Q4 		$367K Sell
7,745
-108
-1% -$5.17K 0.03% 331
2022
Q3 		$350K Sell
7,853
-399
-5% -$19.9K 0.03% 342
2022
Q2 		$396K Sell
8,252
-195
-2% -$10.1K 0.03% 321
2022
Q1 		$499K Sell
8,447
-25,366
-75% -$1.49M 0.03% 303
2021
Q4 		$2.23M Buy
33,813
+2,598
+8% +$169K 0.33% 75
2021
Q3 		$1.96M Sell
31,215
-171
-0.5% -$11K 0.26% 97
2021
Q2 		$1.99M Buy
31,386
+10
+0% +$616 0.26% 96
2021
Q1 		$1.86M Buy
31,376
+24,664
+367% +$1.47M 0.22% 106
2020
Q4 		$384K Buy
6,712
+1,986
+42% +$105K 0.03% 306
2020
Q3 		$230K Buy
+4,726
New +$226K 0.02% 393

Other funds holding XT

New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Focus Financial Network's XT Position: Q3 2026 in Review

Focus Financial Network reduced its iShares Future Exponential Technologies ETF (XT) stake by 2.4% in Q3 2026, selling an estimated $10K and leaving 4,969 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #538.

Focus Financial Network first reported a position in XT in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.23M in Q4 2021. 50 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Focus Financial Network held 4,969 shares of iShares Future Exponential Technologies ETF worth $414K as of Q3 2026.
  • Focus Financial Network sold 122 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $10K.
  • iShares Future Exponential Technologies ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #538 holding.
  • Focus Financial Network first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and has held it in 25 quarters since.
  • Focus Financial Network's iShares Future Exponential Technologies ETF position peaked at $2.23M in Q4 2021.
  • 50 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.