MWPCG
XT icon

Measured Wealth Private Client Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Measured Wealth Private Client 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 		$20.9K Buy
+253
New +$19.8K 0.01% 476

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

Measured Wealth Private Client Group's XT Position: Q2 2026 in Review

Measured Wealth Private Client Group opened a new position in iShares Future Exponential Technologies ETF (XT) in Q2 2026: 253 shares worth $20.9K. The stake represents 0.01% of the portfolio and ranks #476 among its holdings.

287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Measured Wealth Private Client Group held 253 shares of iShares Future Exponential Technologies ETF worth $20.9K as of Q2 2026.
  • iShares Future Exponential Technologies ETF was a new Measured Wealth Private Client Group position in Q2 2026.
  • iShares Future Exponential Technologies ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #476 holding.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.