KWA
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KCS Wealth Advisory’s iShares Future Exponential Technologies ETF XT Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-45
Closed -$1.74K – 419
2019
Q3 		$1.74K Buy
+45
New +$1.73K ﹤0.01% 421

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KCS Wealth Advisory's XT Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2019, closing a stake of 45 shares — an estimated $1.74K sold.

KCS Wealth Advisory first reported a position in XT in Q3 2019 and held it in 1 quarter. The position peaked at $1.74K in Q3 2019. 130 funds tracked by Wall St. Rank hold XT as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 45 iShares Future Exponential Technologies ETF shares in Q4 2019, an estimated $1.74K.
  • KCS Wealth Advisory first reported a position in iShares Future Exponential Technologies ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares Future Exponential Technologies ETF position peaked at $1.74K in Q3 2019.
  • 130 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.