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Global Retirement Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

Global Retirement Partners’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
Q4 		$122K Sell
1,746
-454
-21% -$33.3K ﹤0.01% 1787
2025
Q3 		$158K Sell
2,200
-58
-3% -$3.93K ﹤0.01% 1296
2025
Q2 		$147K Buy
+2,258
New +$135K ﹤0.01% 1239
2024
Q4 		$138K Hold
2,318
– – ﹤0.01% 1114
2024
Q3 		$141K Buy
2,318
+1,171
+102% +$68.7K ﹤0.01% 1069
2024
Q2 		$67.5K Sell
1,147
-300
-21% -$17.4K ﹤0.01% 1373
2024
Q1 		$86.3K Sell
1,447
-100
-6% -$5.87K ﹤0.01% 1145
2023
Q4 		$88.8K Hold
1,547
– – ﹤0.01% 1105
2023
Q3 		$79.1K Sell
1,547
-200
-11% -$11K ﹤0.01% 1029
2023
Q2 		$97.1K Hold
1,747
– – ﹤0.01% 966
2023
Q1 		$87.2K Sell
1,747
-92
-5% -$4.73K ﹤0.01% 983
2022
Q4 		$87.1K Hold
1,839
– – 0.01% 855
2022
Q3 		$87K Hold
1,839
– – 0.01% 830
2022
Q2 		$88K Buy
1,839
+1
+0.1% +$52 0.01% 795
2022
Q1 		$91K Buy
+1,838
New +$108K 0.01% 793
2021
Q4 		– Sell
-3,112
Closed -$195K – 1860
2021
Q3 		$195K Buy
3,112
+100
+3% +$6.44K 0.02% 474
2021
Q2 		$191K Buy
3,012
+95
+3% +$5.85K 0.02% 465
2021
Q1 		$173K Sell
2,917
-332
-10% -$19.7K 0.02% 439
2020
Q4 		$186K Hold
3,249
– – 0.02% 413
2020
Q3 		$158K Buy
3,249
+100
+3% +$4.78K 0.02% 401
2020
Q2 		$140K Hold
3,149
– – 0.02% 418
2020
Q1 		$112K Hold
3,149
– – 0.02% 416
2019
Q4 		$135K Hold
3,149
– – 0.02% 434
2019
Q3 		$122K Sell
3,149
-1,917
-38% -$73.8K 0.02% 441
2019
Q2 		$195K Buy
+5,066
New +$193K 0.04% 347
2017
Q4 		– Sell
-151
Closed -$5K – 1472
2017
Q3 		$5K Hold
151
– – ﹤0.01% 1023
2017
Q2 		$5K Hold
151
– – ﹤0.01% 956
2017
Q1 		$4K Buy
+151
New +$4.32K ﹤0.01% 957

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Global Retirement Partners's XT Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares Future Exponential Technologies ETF (XT) stake by 21% in Q4 2025, selling an estimated $33.3K and leaving 1,746 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Global Retirement Partners first reported a position in XT in Q1 2017 and has held it in 28 quarters since. The position peaked at $195K in Q3 2021. 277 funds tracked by Wall St. Rank hold XT as of Q4 2025.

  • Global Retirement Partners held 1,746 shares of iShares Future Exponential Technologies ETF worth $122K as of Q4 2025.
  • Global Retirement Partners sold 454 iShares Future Exponential Technologies ETF shares in Q4 2025, an estimated $33.3K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1787 holding.
  • Global Retirement Partners first reported a position in iShares Future Exponential Technologies ETF in Q1 2017 and has held it in 28 quarters since.
  • Global Retirement Partners's iShares Future Exponential Technologies ETF position peaked at $195K in Q3 2021.
  • 277 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.