IWP
XT icon

IAG Wealth Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

IAG Wealth Partners’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
Q1 		– Sell
-974
Closed -$64K – 473
2021
Q4 		$64K Buy
+974
New +$63.5K 0.02% 119

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

IAG Wealth Partners's XT Position: Q1 2022 in Review

IAG Wealth Partners sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2022, closing a stake of 974 shares — an estimated $64K sold.

IAG Wealth Partners first reported a position in XT in Q4 2021 and held it in 1 quarter. The position peaked at $64K in Q4 2021. 239 funds tracked by Wall St. Rank hold XT as of Q1 2022.

  • IAG Wealth Partners reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 974 iShares Future Exponential Technologies ETF shares in Q1 2022, an estimated $64K.
  • IAG Wealth Partners first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and held it in 1 quarter.
  • IAG Wealth Partners's iShares Future Exponential Technologies ETF position peaked at $64K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2022.

Based on IAG Wealth Partners's 13F filing for Q1 2022, filed 4 May 2022.