MAI Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

MAI Capital 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
2026 Q2	$1.1M	Sell	13,312 -270	-2%	-$21.1K	﹤0.01%	923
2026 Q1	$926K	Sell	13,582 -635	-4%	-$45.1K	0.01%	805
2025 Q4	$991K	Sell	14,217 -806	-5%	-$59K	0.01%	739
2025 Q3	$1.08M	Sell	15,023 -737	-5%	-$49.9K	0.01%	677
2025 Q2	$1.03M	Sell	15,760 -2,313	-13%	-$138K	0.01%	648
2025 Q1	$1.04M	Sell	18,073 -816	-4%	-$49.9K	0.01%	614
2024 Q4	$1.13M	Buy	18,889 +381	+2%	+$23.2K	0.01%	603
2024 Q3	$1.13M	Sell	18,508 -18,746	-50%	-$1.1M	0.01%	522
2024 Q2	$2.19M	Sell	37,254 -837	-2%	-$48.6K	0.02%	394
2024 Q1	$2.27M	Sell	38,091 -304	-0.8%	-$17.8K	0.02%	379
2023 Q4	$2.3M	Sell	38,395 -436	-1%	-$23.5K	0.03%	301
2023 Q3	$2.03M	Buy	+38,831	New	+$2.14M	0.03%	299

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MAI Capital Management's XT Position: Q2 2026 in Review

MAI Capital Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 2% in Q2 2026, selling an estimated $21.1K and leaving 13,312 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #923.

MAI Capital Management first reported a position in XT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.3M in Q4 2023. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

MAI Capital Management held 13,312 shares of iShares Future Exponential Technologies ETF worth $1.1M as of Q2 2026.
MAI Capital Management sold 270 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $21.1K.
iShares Future Exponential Technologies ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #923 holding.
MAI Capital Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2023 and has held it in 12 quarters since.
MAI Capital Management's iShares Future Exponential Technologies ETF position peaked at $2.3M in Q4 2023.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.