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

Mascoma 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
2026
Q2 		$62.7K Sell
759
-380
-33% -$29.7K 0.01% 170
2026
Q1 		$77.6K Hold
1,139
– – 0.02% 151
2025
Q4 		$79.4K Sell
1,139
-155
-12% -$11.4K 0.02% 145
2025
Q3 		$93.1K Sell
1,294
-343
-21% -$23.2K 0.02% 142
2025
Q2 		$107K Hold
1,637
– – 0.02% 124
2025
Q1 		$94.2K Hold
1,637
– – 0.02% 138
2024
Q4 		$97.7K Hold
1,637
– – 0.02% 142
2024
Q3 		$99.7K Hold
1,637
– – 0.02% 139
2024
Q2 		$96.3K Sell
1,637
-210
-11% -$12.2K 0.03% 144
2024
Q1 		$110K Hold
1,847
– – 0.03% 133
2023
Q4 		$111K Sell
1,847
-383
-17% -$20.7K 0.03% 130
2023
Q3 		$116K Hold
2,230
– – 0.04% 129
2023
Q2 		$123K Buy
2,230
+92
+4% +$4.85K 0.04% 125
2023
Q1 		$109K Sell
2,138
-95
-4% -$4.88K 0.03% 159
2022
Q4 		$106K Buy
2,233
+62
+3% +$2.97K 0.03% 158
2022
Q3 		$97K Hold
2,171
– – 0.03% 167
2022
Q2 		$104K Sell
2,171
-298
-12% -$15.5K 0.04% 169
2022
Q1 		$146K Buy
2,469
+91
+4% +$5.35K 0.05% 147
2021
Q4 		$157K Sell
2,378
-20
-0.8% -$1.3K 0.05% 120
2021
Q3 		$150K Buy
+2,398
New +$155K 0.06% 123
2021
Q2 		– Sell
-2,556
Closed -$151K – 441
2021
Q1 		$151K Buy
+2,556
New +$152K 0.07% 123
2019
Q3 		– Sell
-686
Closed -$26K – 350
2019
Q2 		$26K Buy
686
+3
+0.4% +$114 0.02% 213
2019
Q1 		$26K Buy
683
+391
+134% +$14.2K 0.02% 205
2018
Q4 		$10K Buy
292
+231
+379% +$8.19K 0.01% 262
2018
Q3 		$2K Buy
+61
New +$2.32K ﹤0.01% 372

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mascoma Wealth Management's XT Position: Q2 2026 in Review

Mascoma Wealth Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 33% in Q2 2026, selling an estimated $29.7K and leaving 759 shares worth $62.7K. The position accounts for 0.01% of the portfolio, ranked #170.

Mascoma Wealth Management first reported a position in XT in Q3 2018 and has held it in 25 quarters since. The position peaked at $157K in Q4 2021. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Mascoma Wealth Management held 759 shares of iShares Future Exponential Technologies ETF worth $62.7K as of Q2 2026.
  • Mascoma Wealth Management sold 380 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $29.7K.
  • iShares Future Exponential Technologies ETF made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Mascoma Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2018 and has held it in 25 quarters since.
  • Mascoma Wealth Management's iShares Future Exponential Technologies ETF position peaked at $157K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.