Foresight Capital Management Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Foresight Capital Management 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
2025 Q2	–	Sell	-6,096	Closed	-$351K	–	99
2025 Q1	$351K	Buy	6,096 +450	+8%	+$27.5K	0.22%	59
2024 Q4	$337K	Buy	5,646 +624	+12%	+$37.9K	0.2%	57
2024 Q3	$306K	Buy	5,022 +648	+15%	+$38K	0.18%	57
2024 Q2	$257K	Sell	4,374 -35,005	-89%	-$2.03M	0.17%	53
2024 Q1	$2.35M	Buy	39,379 +2,416	+7%	+$142K	1.79%	26
2023 Q4	$2.21M	Buy	+36,963	New	+$1.99M	2.27%	18
2022 Q2	–	Sell	-36,001	Closed	-$2.13M	–	155
2022 Q1	$2.13M	Buy	36,001 +1,539	+4%	+$90.5K	2.37%	19
2021 Q4	$2.28M	Buy	+34,462	New	+$2.25M	2.22%	15

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foresight Capital Management Advisors's XT Position: Q2 2025 in Review

Foresight Capital Management Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2025, closing a stake of 6,096 shares — an estimated $351K sold.

Foresight Capital Management Advisors first reported a position in XT in Q4 2021 and held it in 8 quarters. The position peaked at $2.35M in Q1 2024. 263 funds tracked by Wall St. Rank hold XT as of Q2 2025.

Foresight Capital Management Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2025 after selling out during the quarter.
Foresight Capital Management Advisors sold 6,096 iShares Future Exponential Technologies ETF shares in Q2 2025, an estimated $351K.
Foresight Capital Management Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and held it in 8 quarters.
Foresight Capital Management Advisors's iShares Future Exponential Technologies ETF position peaked at $2.35M in Q1 2024.
263 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2025.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.