InterOcean Capital Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

InterOcean Capital Group’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 Q1	$430K	Sell	7,217 -29	-0.4%	-$1.7K	0.01%	321
2023 Q4	$434K	Sell	7,246 -1,443	-17%	-$77.8K	0.01%	315
2023 Q3	$454K	Hold	8,689	–	–	0.01%	286
2023 Q2	$483K	Sell	8,689 -1,458	-14%	-$76.8K	0.02%	279
2023 Q1	$535K	Hold	10,147	–	–	0.02%	253
2022 Q4	$480K	Buy	10,147 +1,228	+14%	+$58.8K	0.02%	266
2022 Q3	$398K	Hold	8,919	–	–	0.02%	270
2022 Q2	$427K	Buy	+8,919	New	+$463K	0.02%	264

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $382M AUM 19.08% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

InterOcean Capital Group's XT Position: Q1 2024 in Review

InterOcean Capital Group reduced its iShares Future Exponential Technologies ETF (XT) stake by 0.4% in Q1 2024, selling an estimated $1.7K and leaving 7,217 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #321.

InterOcean Capital Group first reported a position in XT in Q2 2022 and has held it in 8 quarters since. The position peaked at $535K in Q1 2023. 248 funds tracked by Wall St. Rank hold XT as of Q1 2024.

InterOcean Capital Group held 7,217 shares of iShares Future Exponential Technologies ETF worth $430K as of Q1 2024.
InterOcean Capital Group sold 29 iShares Future Exponential Technologies ETF shares in Q1 2024, an estimated $1.7K.
iShares Future Exponential Technologies ETF made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #321 holding.
InterOcean Capital Group first reported a position in iShares Future Exponential Technologies ETF in Q2 2022 and has held it in 8 quarters since.
InterOcean Capital Group's iShares Future Exponential Technologies ETF position peaked at $535K in Q1 2023.
248 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.