H&H Retirement Design & Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

H&H Retirement Design & 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
2023 Q1	–	Sell	-6,052	Closed	-$310K	–	97
2022 Q4	$310K	Sell	6,052 -2,313	-28%	-$111K	0.26%	59
2022 Q3	$366K	Sell	8,365 -13	-0.2%	-$649	0.34%	50
2022 Q2	$434K	Sell	8,378 -8,301	-50%	-$431K	0.32%	50
2022 Q1	$959K	Sell	16,679 -9,620	-37%	-$566K	0.65%	28
2021 Q4	$1.52M	Sell	26,299 -148,462	-85%	-$9.67M	0.96%	29
2021 Q3	$10.9M	Buy	174,761 +2,992	+2%	+$193K	6.68%	2
2021 Q2	$10.9M	Sell	171,769 -5,888	-3%	-$363K	6.66%	2
2021 Q1	$10.9M	Buy	+177,657	New	+$10.6M	6.56%	2
2020 Q3	$7.75M	Buy	+159,632	New	+$7.63M	6.09%	3

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

NEPWA

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

AFA

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

WAP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

H&H Retirement Design & Management's XT Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2023, closing a stake of 6,052 shares — an estimated $310K sold.

H&H Retirement Design & Management first reported a position in XT in Q3 2020 and held it in 9 quarters. The position peaked at $10.9M in Q1 2021. 212 funds tracked by Wall St. Rank hold XT as of Q1 2023.

H&H Retirement Design & Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 6,052 iShares Future Exponential Technologies ETF shares in Q1 2023, an estimated $310K.
H&H Retirement Design & Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and held it in 9 quarters.
H&H Retirement Design & Management's iShares Future Exponential Technologies ETF position peaked at $10.9M in Q1 2021.
212 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.