Lenox Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Lenox Wealth Management’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 Q2	$13K	Hold	300	–	–	﹤0.01%	405
2020 Q1	$10K	Hold	300	–	–	﹤0.01%	397
2019 Q4	$13K	Hold	300	–	–	﹤0.01%	409
2019 Q3	$11K	Buy	+300	New	+$11.6K	﹤0.01%	438
2018 Q1	–	Sell	-300	Closed	-$11K	–	512
2017 Q4	$11K	Hold	300	–	–	﹤0.01%	380
2017 Q3	$10K	Hold	300	–	–	﹤0.01%	399
2017 Q2	$10K	Hold	300	–	–	﹤0.01%	380
2017 Q1	$9K	Hold	300	–	–	0.01%	171
2016 Q4	$8K	Hold	300	–	–	0.01%	180
2016 Q3	$8K	Hold	300	–	–	0.01%	170
2016 Q2	$7K	Hold	300	–	–	0.01%	178
2016 Q1	$7K	Hold	300	–	–	﹤0.01%	183
2015 Q4	$7K	Buy	+300	New	+$7.43K	0.01%	183

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

RPGK

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

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

RJFSA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Lenox Wealth Management's XT Position: Q2 2020 in Review

Lenox Wealth Management held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2020 at 300 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Lenox Wealth Management first reported a position in XT in Q4 2015 and has held it in 13 quarters since. 133 funds tracked by Wall St. Rank hold XT as of Q2 2020.

Lenox Wealth Management held 300 shares of iShares Future Exponential Technologies ETF worth $13K as of Q2 2020.
Lenox Wealth Management left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2020.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #405 holding.
Lenox Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2015 and has held it in 13 quarters since.
133 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.