McKinley Carter Wealth Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

McKinley Carter Wealth Services’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	$584K	Hold	7,071	–	–	0.03%	222
2026 Q1	$482K	Hold	7,071	–	–	0.03%	222
2025 Q4	$493K	Sell	7,071 -50	-0.7%	-$3.66K	0.03%	221
2025 Q3	$512K	Hold	7,121	–	–	0.03%	222
2025 Q2	$465K	Buy	7,121 +28	+0.4%	+$1.67K	0.03%	220
2025 Q1	$408K	Hold	7,093	–	–	0.03%	225
2024 Q4	$423K	Buy	7,093 +22	+0.3%	+$1.34K	0.03%	215
2024 Q3	$430K	Sell	7,071 -3,600	-34%	-$211K	0.03%	221
2024 Q2	$628K	Hold	10,671	–	–	0.04%	188
2024 Q1	$636K	Buy	10,671 +3,600	+51%	+$211K	0.04%	191
2023 Q4	$423K	Sell	7,071 -3,600	-34%	-$194K	0.03%	218
2023 Q3	$557K	Buy	10,671 +371	+4%	+$20.4K	0.04%	191
2023 Q2	$573K	Buy	10,300 +3,600	+54%	+$190K	0.04%	195
2023 Q1	$353K	Buy	+6,700	New	+$344K	0.03%	238

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

McKinley Carter Wealth Services's XT Position: Q2 2026 in Review

McKinley Carter Wealth Services held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 7,071 shares worth $584K. The position accounts for 0.03% of the portfolio, ranked #222.

McKinley Carter Wealth Services first reported a position in XT in Q1 2023 and has held it in 14 quarters since. The position peaked at $636K in Q1 2024. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

McKinley Carter Wealth Services held 7,071 shares of iShares Future Exponential Technologies ETF worth $584K as of Q2 2026.
McKinley Carter Wealth Services left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #222 holding.
McKinley Carter Wealth Services first reported a position in iShares Future Exponential Technologies ETF in Q1 2023 and has held it in 14 quarters since.
McKinley Carter Wealth Services's iShares Future Exponential Technologies ETF position peaked at $636K in Q1 2024.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.