Mather Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Mather Group’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	$351K	Hold	4,253	–	–	﹤0.01%	625
2026 Q1	$290K	Hold	4,253	–	–	﹤0.01%	633
2025 Q4	$297K	Hold	4,253	–	–	﹤0.01%	526
2025 Q3	$306K	Hold	4,253	–	–	﹤0.01%	514
2025 Q2	$278K	Hold	4,253	–	–	﹤0.01%	519
2025 Q1	$245K	Hold	4,253	–	–	﹤0.01%	536
2024 Q4	$254K	Hold	4,253	–	–	﹤0.01%	499
2024 Q3	$259K	Sell	4,253 -4,508	-51%	-$265K	﹤0.01%	499
2024 Q2	$522K	Buy	8,761 +5,326	+155%	+$309K	0.01%	407
2024 Q1	$206K	Hold	3,435	–	–	﹤0.01%	520
2023 Q4	$206K	Buy	+3,435	New	+$185K	﹤0.01%	537
2022 Q2	–	Sell	-3,544	Closed	-$209K	–	482
2022 Q1	$209K	Hold	3,544	–	–	﹤0.01%	429
2021 Q4	$234K	Sell	3,544 -55	-2%	-$3.58K	﹤0.01%	347
2021 Q3	$226K	Hold	3,599	–	–	0.01%	263
2021 Q2	$228K	Sell	3,599 -114	-3%	-$7.02K	0.01%	256
2021 Q1	$220K	Buy	+3,713	New	+$221K	0.01%	247

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

Mather Group's XT Position: Q2 2026 in Review

Mather Group held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 4,253 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Mather Group first reported a position in XT in Q1 2021 and has held it in 16 quarters since. The position peaked at $522K in Q2 2024. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Mather Group held 4,253 shares of iShares Future Exponential Technologies ETF worth $351K as of Q2 2026.
Mather Group left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #625 holding.
Mather Group first reported a position in iShares Future Exponential Technologies ETF in Q1 2021 and has held it in 16 quarters since.
Mather Group's iShares Future Exponential Technologies ETF position peaked at $522K in Q2 2024.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.