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Howe & Rusling’s iShares Future Exponential Technologies ETF XT Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-1,155
Closed -$75.4K – 496
2025
Q2 		$75.4K Buy
+1,155
New +$68.9K 0.01% 332
2025
Q1 		– Sell
-1,076
Closed -$64.2K – 477
2024
Q4 		$64.2K Buy
+1,076
New +$65.4K 0.01% 303

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Howe & Rusling's XT Position: Q3 2025 in Review

Howe & Rusling sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2025, closing a stake of 1,155 shares — an estimated $75.4K sold.

Howe & Rusling first reported a position in XT in Q4 2024 and held it in 2 quarters. The position peaked at $75.4K in Q2 2025. 269 funds tracked by Wall St. Rank hold XT as of Q3 2025.

  • Howe & Rusling reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2025 after selling out during the quarter.
  • Howe & Rusling sold 1,155 iShares Future Exponential Technologies ETF shares in Q3 2025, an estimated $75.4K.
  • Howe & Rusling first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and held it in 2 quarters.
  • Howe & Rusling's iShares Future Exponential Technologies ETF position peaked at $75.4K in Q2 2025.
  • 269 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2025.

Based on Howe & Rusling's 13F filing for Q3 2025, filed 5 Nov 2025.