Macroview Investment Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Macroview Investment 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
2024 Q4	–	Sell	-364	Closed	-$22.2K	–	568
2024 Q3	$22.2K	Hold	364	–	–	0.02%	169
2024 Q2	$21.4K	Hold	364	–	–	0.02%	171
2024 Q1	$21.7K	Sell	364 -88	-19%	-$5.17K	0.02%	186
2023 Q4	$27.1K	Sell	452 -59	-12%	-$3.18K	0.03%	166
2023 Q3	$26.7K	Sell	511 -21	-4%	-$1.16K	0.04%	147
2023 Q2	$29.6K	Hold	532	–	–	0.05%	110
2023 Q1	$28K	Sell	532 -358	-40%	-$18.4K	0.04%	114
2022 Q4	$42.1K	Buy	+890	New	+$42.6K	0.07%	91

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Macroview Investment Management's XT Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2024, closing a stake of 364 shares — an estimated $22.2K sold.

Macroview Investment Management first reported a position in XT in Q4 2022 and held it in 8 quarters. The position peaked at $42.1K in Q4 2022. 249 funds tracked by Wall St. Rank hold XT as of Q4 2024.

Macroview Investment Management reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 364 iShares Future Exponential Technologies ETF shares in Q4 2024, an estimated $22.2K.
Macroview Investment Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2022 and held it in 8 quarters.
Macroview Investment Management's iShares Future Exponential Technologies ETF position peaked at $42.1K in Q4 2022.
249 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.