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

HWG 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
2018
Q3 		– Sell
-121
Closed -$4K – 126
2018
Q2 		$4K Buy
+121
New +$4.44K ﹤0.01% 89

Other funds holding XT

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HWG Holdings's XT Position: Q3 2018 in Review

HWG Holdings sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2018, closing a stake of 121 shares — an estimated $4K sold.

HWG Holdings first reported a position in XT in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 84 funds tracked by Wall St. Rank hold XT as of Q3 2018.

  • HWG Holdings reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2018 after selling out during the quarter.
  • HWG Holdings sold 121 iShares Future Exponential Technologies ETF shares in Q3 2018, an estimated $4K.
  • HWG Holdings first reported a position in iShares Future Exponential Technologies ETF in Q2 2018 and held it in 1 quarter.
  • HWG Holdings's iShares Future Exponential Technologies ETF position peaked at $4K in Q2 2018.
  • 84 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2018.

Based on HWG Holdings's 13F filing for Q3 2018, filed 19 Oct 2018.