Foundations Investment Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Foundations Investment 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
2026 Q1	$257K	Buy	+3,775	New	+$268K	﹤0.01%	974
2025 Q3	–	Sell	-3,118	Closed	-$203K	–	1102
2025 Q2	$203K	Buy	+3,118	New	+$186K	﹤0.01%	876
2024 Q2	–	Sell	-3,743	Closed	-$223K	–	808
2024 Q1	$223K	Buy	+3,743	New	+$220K	0.01%	650
2022 Q1	–	Sell	-3,462	Closed	-$222K	–	373
2021 Q4	$222K	Sell	3,462 -43	-1%	-$2.8K	0.01%	318
2021 Q3	$219K	Buy	3,505 +72	+2%	+$4.64K	0.01%	287
2021 Q2	$218K	Buy	+3,433	New	+$211K	0.01%	274

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

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

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

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

WAP

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

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Foundations Investment Advisors's XT Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in iShares Future Exponential Technologies ETF (XT) in Q1 2026: 3,775 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in XT as recently as Q2 2025.

Foundations Investment Advisors first reported a position in XT in Q2 2021 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Foundations Investment Advisors held 3,775 shares of iShares Future Exponential Technologies ETF worth $257K as of Q1 2026.
iShares Future Exponential Technologies ETF was a new Foundations Investment Advisors position in Q1 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #974 holding.
Foundations Investment Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2021 and has held it in 6 quarters since.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.