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Greenwood Gearhart’s iShares Future Exponential Technologies ETF XT Stock Holding History

Greenwood Gearhart’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
Q4 		– Sell
-172,543
Closed -$9.01M – 304
2023
Q3 		$9.01M Buy
172,543
+993
+0.6% +$54.6K 1.07% 45
2023
Q2 		$9.54M Buy
+171,550
New +$9.04M 1.11% 44

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Greenwood Gearhart's XT Position: Q4 2023 in Review

Greenwood Gearhart sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2023, closing a stake of 172,543 shares — an estimated $9.01M sold.

Greenwood Gearhart first reported a position in XT in Q2 2023 and held it in 2 quarters. The position peaked at $9.54M in Q2 2023. 245 funds tracked by Wall St. Rank hold XT as of Q4 2023.

  • Greenwood Gearhart reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2023 after selling out during the quarter.
  • Greenwood Gearhart sold 172,543 iShares Future Exponential Technologies ETF shares in Q4 2023, an estimated $9.01M.
  • Greenwood Gearhart first reported a position in iShares Future Exponential Technologies ETF in Q2 2023 and held it in 2 quarters.
  • Greenwood Gearhart's iShares Future Exponential Technologies ETF position peaked at $9.54M in Q2 2023.
  • 245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2023.

Based on Greenwood Gearhart's 13F filing for Q4 2023, filed 13 Feb 2024.