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 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	$377K	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%	-$9.92K	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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Focus Financial Network's XT Position: Q2 2026 in Review

Focus Financial Network reduced its iShares Future Exponential Technologies ETF (XT) stake by 4.1% in Q2 2026, selling an estimated $17K and leaving 5,091 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #531.

Focus Financial Network first reported a position in XT in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.23M in Q4 2021. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Focus Financial Network held 5,091 shares of iShares Future Exponential Technologies ETF worth $421K as of Q2 2026.
Focus Financial Network sold 218 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $17K.
iShares Future Exponential Technologies ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #531 holding.
Focus Financial Network first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and has held it in 24 quarters since.
Focus Financial Network's iShares Future Exponential Technologies ETF position peaked at $2.23M in Q4 2021.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.