ICA Group Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

ICA Group Wealth 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
2024 Q2	$23.5K	Sell	400 -2,616	-87%	-$152K	0.01%	338
2024 Q1	$180K	Sell	3,016 -170	-5%	-$9.98K	0.04%	298
2023 Q4	$191K	Buy	+3,186	New	+$172K	0.04%	261
2023 Q3	–	Sell	-3,122	Closed	-$174K	–	1266
2023 Q2	$174K	Sell	3,122 -2	-0.1%	-$105	0.04%	250
2023 Q1	$165K	Sell	3,124 -239	-7%	-$12.3K	0.04%	259
2022 Q4	$159K	Buy	+3,363	New	+$161K	0.04%	285

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEPWA

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

WAP

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

ICA Group Wealth Management's XT Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 87% in Q2 2024, selling an estimated $152K and leaving 400 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #338.

ICA Group Wealth Management first reported a position in XT in Q4 2022 and has held it in 6 quarters since. The position peaked at $191K in Q4 2023. 244 funds tracked by Wall St. Rank hold XT as of Q2 2024.

ICA Group Wealth Management held 400 shares of iShares Future Exponential Technologies ETF worth $23.5K as of Q2 2024.
ICA Group Wealth Management sold 2,616 iShares Future Exponential Technologies ETF shares in Q2 2024, an estimated $152K.
iShares Future Exponential Technologies ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #338 holding.
ICA Group Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's iShares Future Exponential Technologies ETF position peaked at $191K in Q4 2023.
244 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.