Larson Financial Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Larson Financial 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
2020 Q4	–	Sell	-389	Closed	-$19K	–	867
2020 Q3	$19K	Hold	389	–	–	0.01%	341
2020 Q2	$17K	Hold	389	–	–	0.01%	308
2020 Q1	$14K	Hold	389	–	–	0.01%	255
2019 Q4	$17K	Buy	+389	New	+$15.8K	0.01%	241

Other funds holding XT

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Larson Financial Group's XT Position: Q4 2020 in Review

Larson Financial Group sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2020, closing a stake of 389 shares — an estimated $19K sold.

Larson Financial Group first reported a position in XT in Q4 2019 and held it in 4 quarters. The position peaked at $19K in Q3 2020. 184 funds tracked by Wall St. Rank hold XT as of Q4 2020.

Larson Financial Group reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2020 after selling out during the quarter.
Larson Financial Group sold 389 iShares Future Exponential Technologies ETF shares in Q4 2020, an estimated $19K.
Larson Financial Group first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and held it in 4 quarters.
Larson Financial Group's iShares Future Exponential Technologies ETF position peaked at $19K in Q3 2020.
184 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2020.

Based on Larson Financial Group's 13F filing for Q4 2020, filed 14 Jan 2021.