Mariner Independent Advisor Network’s iShares Future Exponential Technologies ETF XT Stock Holding History

Mariner Independent Advisor Network’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 Q1	–	Sell	-17,222	Closed	-$1.14M	–	539
2021 Q4	$1.14M	Sell	17,222 -1,593	-8%	-$104K	0.05%	314
2021 Q3	$1.18M	Buy	18,815 +485	+3%	+$31.3K	0.06%	303
2021 Q2	$1.16M	Sell	18,330 -19,901	-52%	-$1.23M	0.05%	322
2021 Q1	$2.26M	Sell	38,231 -8,384	-18%	-$499K	0.12%	178
2020 Q4	$2.67M	Sell	46,615 -3,344	-7%	-$176K	0.14%	163
2020 Q3	$2.43M	Sell	49,959 -3,190	-6%	-$153K	0.2%	131
2020 Q2	$2.38M	Buy	53,149 +1,257	+2%	+$51.5K	0.22%	118
2020 Q1	$1.77M	Buy	51,892 +12,194	+31%	+$498K	0.16%	148
2019 Q4	$1.7M	Buy	39,698 +2,421	+6%	+$98.5K	0.12%	187
2019 Q3	$1.42M	Buy	+37,277	New	+$1.44M	0.11%	205

Other funds holding XT

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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

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

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

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

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

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

Mariner Independent Advisor Network's XT Position: Q1 2022 in Review

Mariner Independent Advisor Network sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2022, closing a stake of 17,222 shares — an estimated $1.14M sold.

Mariner Independent Advisor Network first reported a position in XT in Q3 2019 and held it in 10 quarters. The position peaked at $2.67M in Q4 2020. 239 funds tracked by Wall St. Rank hold XT as of Q1 2022.

Mariner Independent Advisor Network reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 17,222 iShares Future Exponential Technologies ETF shares in Q1 2022, an estimated $1.14M.
Mariner Independent Advisor Network first reported a position in iShares Future Exponential Technologies ETF in Q3 2019 and held it in 10 quarters.
Mariner Independent Advisor Network's iShares Future Exponential Technologies ETF position peaked at $2.67M in Q4 2020.
239 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2022, filed 10 May 2022.