Focus Partners Wealth’s iShares Future Exponential Technologies ETF XT Stock Holding History

Focus Partners Wealth’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	$1.11M	Buy	13,436 +2,419	+22%	+$189K	﹤0.01%	1613
2026 Q1	$751K	Sell	11,017 -30	-0.3%	-$2.13K	﹤0.01%	1736
2025 Q4	$770K	Buy	11,047 +504	+5%	+$36.9K	﹤0.01%	1750
2025 Q3	$759K	Sell	10,543 -1,258	-11%	-$85.2K	﹤0.01%	1416
2025 Q2	$770K	Sell	11,801 -242	-2%	-$14.4K	﹤0.01%	1251
2025 Q1	$693K	Sell	12,043 -2,069	-15%	-$126K	﹤0.01%	1202
2024 Q4	$842K	Buy	14,112 +1,376	+11%	+$83.7K	﹤0.01%	1117
2024 Q3	$782K	Buy	12,736 +5,767	+83%	+$339K	﹤0.01%	1015
2024 Q2	$410K	Buy	+6,969	New	+$405K	﹤0.01%	993

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 Partners Wealth's XT Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Future Exponential Technologies ETF (XT) stake by 22% in Q2 2026, buying an estimated $189K and bringing the position to 13,436 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Focus Partners Wealth first reported a position in XT in Q2 2024 and has held it in 9 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Focus Partners Wealth held 13,436 shares of iShares Future Exponential Technologies ETF worth $1.11M as of Q2 2026.
Focus Partners Wealth bought 2,419 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $189K.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1613 holding.
Focus Partners Wealth first reported a position in iShares Future Exponential Technologies ETF in Q2 2024 and has held it in 9 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.