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Forum Financial Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Forum Financial Management’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
2024
Q2 		– Sell
-61,997
Closed -$3.7M – 778
2024
Q1 		$3.7M Buy
+61,997
New +$3.64M 0.06% 68

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Forum Financial Management's XT Position: Q2 2024 in Review

Forum Financial Management sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2024, closing a stake of 61,997 shares — an estimated $3.7M sold.

Forum Financial Management first reported a position in XT in Q1 2024 and held it in 1 quarter. The position peaked at $3.7M in Q1 2024. 244 funds tracked by Wall St. Rank hold XT as of Q2 2024.

  • Forum Financial Management reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 61,997 iShares Future Exponential Technologies ETF shares in Q2 2024, an estimated $3.7M.
  • Forum Financial Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2024 and held it in 1 quarter.
  • Forum Financial Management's iShares Future Exponential Technologies ETF position peaked at $3.7M in Q1 2024.
  • 244 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.