Legacy CG’s iShares Future Exponential Technologies ETF XT Stock Holding History

Legacy CG’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 Q3	–	Sell	-136	Closed	-$7K	–	128
2022 Q2	$7K	Buy	+136	New	+$7.06K	﹤0.01%	108
2022 Q1	–	Sell	-136	Closed	-$9K	–	72
2021 Q4	$9K	Buy	+136	New	+$8.86K	0.01%	55

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

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

Jane Street New York $777B AUM 61.18% 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

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

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

NEPWA

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Legacy CG's XT Position: Q3 2022 in Review

Legacy CG sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2022, closing a stake of 136 shares — an estimated $7K sold.

Legacy CG first reported a position in XT in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 215 funds tracked by Wall St. Rank hold XT as of Q3 2022.

Legacy CG reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2022 after selling out during the quarter.
Legacy CG sold 136 iShares Future Exponential Technologies ETF shares in Q3 2022, an estimated $7K.
Legacy CG first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and held it in 2 quarters.
Legacy CG's iShares Future Exponential Technologies ETF position peaked at $9K in Q4 2021.
215 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2022.

Based on Legacy CG's 13F filing for Q3 2022, filed 4 Nov 2022.