HSBC Holdings’s iShares Future Exponential Technologies ETF XT Stock Holding History

HSBC Holdings’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
2022 Q3	–	Sell	-17,800	Closed	-$853K	–	3310
2022 Q2	$853K	Hold	17,800	–	–	﹤0.01%	2016
2022 Q1	$1.05M	Hold	17,800	–	–	﹤0.01%	1916
2021 Q4	$1.18M	Hold	17,800	–	–	﹤0.01%	1944
2021 Q3	$1.12M	Hold	17,800	–	–	﹤0.01%	1822
2021 Q2	$1.13M	Hold	17,800	–	–	﹤0.01%	1707
2021 Q1	$1.05M	Hold	17,800	–	–	﹤0.01%	1572
2020 Q4	$1.02M	Hold	17,800	–	–	﹤0.01%	1691
2020 Q3	$865K	Hold	17,800	–	–	﹤0.01%	1615
2020 Q2	$792K	Buy	17,800 +7,800	+78%	+$320K	﹤0.01%	1558
2020 Q1	$356K	Hold	10,000	–	–	﹤0.01%	1959
2019 Q4	$428K	Hold	10,000	–	–	﹤0.01%	2308
2019 Q3	$387K	Hold	10,000	–	–	﹤0.01%	2470
2019 Q2	$386K	Hold	10,000	–	–	﹤0.01%	2194
2019 Q1	$380K	Hold	10,000	–	–	﹤0.01%	2228
2018 Q4	$333K	Hold	10,000	–	–	﹤0.01%	2256
2018 Q3	$387K	Hold	10,000	–	–	﹤0.01%	2129
2018 Q2	$362K	Buy	+10,000	New	+$367K	﹤0.01%	2202

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

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

NEPWA

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

HSBC Holdings's XT Position: Q3 2022 in Review

HSBC Holdings sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2022, closing a stake of 17,800 shares — an estimated $853K sold.

HSBC Holdings first reported a position in XT in Q2 2018 and held it in 17 quarters. The position peaked at $1.18M in Q4 2021. 215 funds tracked by Wall St. Rank hold XT as of Q3 2022.

HSBC Holdings reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2022 after selling out during the quarter.
HSBC Holdings sold 17,800 iShares Future Exponential Technologies ETF shares in Q3 2022, an estimated $853K.
HSBC Holdings first reported a position in iShares Future Exponential Technologies ETF in Q2 2018 and held it in 17 quarters.
HSBC Holdings's iShares Future Exponential Technologies ETF position peaked at $1.18M in Q4 2021.
215 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2022.

Based on HSBC Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.