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

Merit Financial 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	$388K	Sell	4,694 -137	-3%	-$10.7K	﹤0.01%	1656
2026 Q1	$329K	Sell	4,831 -2,368	-33%	-$168K	﹤0.01%	1599
2025 Q4	$502K	Buy	7,199 +10	+0.1%	+$733	﹤0.01%	1308
2025 Q3	$517K	Buy	7,189 +3,347	+87%	+$227K	﹤0.01%	1171
2025 Q2	$251K	Buy	+3,842	New	+$229K	﹤0.01%	1431

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

Merit Financial Group's XT Position: Q2 2026 in Review

Merit Financial Group reduced its iShares Future Exponential Technologies ETF (XT) stake by 2.8% in Q2 2026, selling an estimated $10.7K and leaving 4,694 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Merit Financial Group first reported a position in XT in Q2 2025 and has held it in 5 quarters since. The position peaked at $517K in Q3 2025. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Merit Financial Group held 4,694 shares of iShares Future Exponential Technologies ETF worth $388K as of Q2 2026.
Merit Financial Group sold 137 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $10.7K.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1656 holding.
Merit Financial Group first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and has held it in 5 quarters since.
Merit Financial Group's iShares Future Exponential Technologies ETF position peaked at $517K in Q3 2025.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.