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

Liberty 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
2021 Q4	–	Sell	-156	Closed	-$10K	–	1135
2021 Q3	$10K	Hold	156	–	–	﹤0.01%	824
2021 Q2	$10K	Hold	156	–	–	﹤0.01%	658
2021 Q1	$9K	Hold	156	–	–	﹤0.01%	626
2020 Q4	$9K	Sell	156 -130	-45%	-$6.86K	﹤0.01%	621
2020 Q3	$14K	Hold	286	–	–	0.01%	469
2020 Q2	$13K	Hold	286	–	–	0.01%	452
2020 Q1	$10K	Hold	286	–	–	0.01%	470
2019 Q4	$12K	Hold	286	–	–	0.01%	515
2019 Q3	$11K	Hold	286	–	–	0.01%	507
2019 Q2	$11K	Hold	286	–	–	0.01%	512
2019 Q1	$10K	Hold	286	–	–	0.01%	448
2018 Q4	$9K	Buy	+286	New	+$10.1K	0.01%	457

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

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

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Liberty Wealth Management's XT Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2021, closing a stake of 156 shares — an estimated $10K sold.

Liberty Wealth Management first reported a position in XT in Q4 2018 and held it in 12 quarters. The position peaked at $14K in Q3 2020. 250 funds tracked by Wall St. Rank hold XT as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 156 iShares Future Exponential Technologies ETF shares in Q4 2021, an estimated $10K.
Liberty Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares Future Exponential Technologies ETF position peaked at $14K in Q3 2020.
250 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.