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Lifeworks Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Lifeworks Advisors’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
-4,636
Closed -$222K – 160
2022
Q2 		$222K Sell
4,636
-500
-10% -$26K 0.14% 126
2022
Q1 		$303K Buy
+5,136
New +$302K 0.2% 98

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

Lifeworks Advisors's XT Position: Q3 2022 in Review

Lifeworks Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2022, closing a stake of 4,636 shares — an estimated $222K sold.

Lifeworks Advisors first reported a position in XT in Q1 2022 and held it in 2 quarters. The position peaked at $303K in Q1 2022. 215 funds tracked by Wall St. Rank hold XT as of Q3 2022.

  • Lifeworks Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2022 after selling out during the quarter.
  • Lifeworks Advisors sold 4,636 iShares Future Exponential Technologies ETF shares in Q3 2022, an estimated $222K.
  • Lifeworks Advisors first reported a position in iShares Future Exponential Technologies ETF in Q1 2022 and held it in 2 quarters.
  • Lifeworks Advisors's iShares Future Exponential Technologies ETF position peaked at $303K in Q1 2022.
  • 215 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2022.

Based on Lifeworks Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.