Johnson Financial Group LLC (Colorado)’s iShares Future Exponential Technologies ETF XT Stock Holding History

Johnson Financial Group LLC (Colorado)’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	-3,235	Closed	-$214K	–	83
2021 Q4	$214K	Hold	3,235	–	–	0.03%	68
2021 Q3	$202K	Hold	3,235	–	–	0.04%	73
2021 Q2	$205K	Buy	+3,235	New	+$199K	0.04%	79
2020 Q2	–	Sell	-9,678	Closed	-$345K	–	34
2020 Q1	$345K	Buy	+9,678	New	+$395K	0.27%	14

Other funds holding XT

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 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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

Johnson Financial Group LLC (Colorado)'s XT Position: Q1 2022 in Review

Johnson Financial Group LLC (Colorado) sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2022, closing a stake of 3,235 shares — an estimated $214K sold.

Johnson Financial Group LLC (Colorado) first reported a position in XT in Q1 2020 and held it in 4 quarters. The position peaked at $345K in Q1 2020. 239 funds tracked by Wall St. Rank hold XT as of Q1 2022.

Johnson Financial Group LLC (Colorado) reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2022 after selling out during the quarter.
Johnson Financial Group LLC (Colorado) sold 3,235 iShares Future Exponential Technologies ETF shares in Q1 2022, an estimated $214K.
Johnson Financial Group LLC (Colorado) first reported a position in iShares Future Exponential Technologies ETF in Q1 2020 and held it in 4 quarters.
Johnson Financial Group LLC (Colorado)'s iShares Future Exponential Technologies ETF position peaked at $345K in Q1 2020.
239 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2022.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2022, filed 6 May 2022.