GoalVest Advisory’s iShares Future Exponential Technologies ETF XT Stock Holding History

GoalVest Advisory’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
2023 Q2	–	Sell	-63	Closed	-$3.32K	–	417
2023 Q1	$3.32K	Buy	+63	New	+$3.24K	﹤0.01%	211
2022 Q2	–	Sell	-229	Closed	-$14K	–	553
2022 Q1	$14K	Buy	+229	New	+$13.5K	0.01%	222

Other funds holding XT

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

NEPWA

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

GoalVest Advisory's XT Position: Q2 2023 in Review

GoalVest Advisory sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2023, closing a stake of 63 shares — an estimated $3.32K sold.

GoalVest Advisory first reported a position in XT in Q1 2022 and held it in 2 quarters. The position peaked at $14K in Q1 2022. 220 funds tracked by Wall St. Rank hold XT as of Q2 2023.

GoalVest Advisory reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2023 after selling out during the quarter.
GoalVest Advisory sold 63 iShares Future Exponential Technologies ETF shares in Q2 2023, an estimated $3.32K.
GoalVest Advisory first reported a position in iShares Future Exponential Technologies ETF in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's iShares Future Exponential Technologies ETF position peaked at $14K in Q1 2022.
220 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.