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Mason & Associates (Virginia)’s iShares Future Exponential Technologies ETF XT Stock Holding History

Mason & Associates (Virginia)’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
Q2 		– Sell
-39,379
Closed -$2.35M – 91
2024
Q1 		$2.35M Buy
+39,379
New +$2.31M 1.79% 26

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mason & Associates (Virginia)'s XT Position: Q2 2024 in Review

Mason & Associates (Virginia) sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2024, closing a stake of 39,379 shares — an estimated $2.35M sold.

Mason & Associates (Virginia) first reported a position in XT in Q1 2024 and held it in 1 quarter. The position peaked at $2.35M in Q1 2024. 244 funds tracked by Wall St. Rank hold XT as of Q2 2024.

  • Mason & Associates (Virginia) reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 39,379 iShares Future Exponential Technologies ETF shares in Q2 2024, an estimated $2.35M.
  • Mason & Associates (Virginia) first reported a position in iShares Future Exponential Technologies ETF in Q1 2024 and held it in 1 quarter.
  • Mason & Associates (Virginia)'s iShares Future Exponential Technologies ETF position peaked at $2.35M in Q1 2024.
  • 244 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2024.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2024, filed 16 Jul 2024.