Matrix Private Capital Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Matrix Private Capital 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
2023 Q4	–	Sell	-632	Closed	-$33K	–	179
2023 Q3	$33K	Buy	+632	New	+$34.8K	0.02%	144

Other funds holding XT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

NEPWA

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

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

Matrix Private Capital Group's XT Position: Q4 2023 in Review

Matrix Private Capital Group sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2023, closing a stake of 632 shares — an estimated $33K sold.

Matrix Private Capital Group first reported a position in XT in Q3 2023 and held it in 1 quarter. The position peaked at $33K in Q3 2023. 245 funds tracked by Wall St. Rank hold XT as of Q4 2023.

Matrix Private Capital Group reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2023 after selling out during the quarter.
Matrix Private Capital Group sold 632 iShares Future Exponential Technologies ETF shares in Q4 2023, an estimated $33K.
Matrix Private Capital Group first reported a position in iShares Future Exponential Technologies ETF in Q3 2023 and held it in 1 quarter.
Matrix Private Capital Group's iShares Future Exponential Technologies ETF position peaked at $33K in Q3 2023.
245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2023.

Based on Matrix Private Capital Group's 13F filing for Q4 2023, filed 14 Feb 2024.