MWC
XT icon

MBM Wealth Consultants’s iShares Future Exponential Technologies ETF XT Stock Holding History

MBM Wealth Consultants’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 		– Sell
-95
Closed -$6.46K – 382
2026
Q1 		$6.46K Buy
+95
New +$6.75K ﹤0.01% 254

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

MBM Wealth Consultants's XT Position: Q2 2026 in Review

MBM Wealth Consultants sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2026, closing a stake of 95 shares — an estimated $6.46K sold.

MBM Wealth Consultants first reported a position in XT in Q1 2026 and held it in 1 quarter. The position peaked at $6.46K in Q1 2026. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • MBM Wealth Consultants reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 95 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $6.46K.
  • MBM Wealth Consultants first reported a position in iShares Future Exponential Technologies ETF in Q1 2026 and held it in 1 quarter.
  • MBM Wealth Consultants's iShares Future Exponential Technologies ETF position peaked at $6.46K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

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