Mezzasalma Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Mezzasalma Advisors’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	$804K	Hold	9,731	–	–	0.16%	84
2026 Q1	$663K	Hold	9,731	–	–	0.17%	79
2025 Q4	$683K	Hold	9,731	–	–	0.16%	79
2025 Q3	$700K	Hold	9,731	–	–	0.18%	76
2025 Q2	$635K	Hold	9,731	–	–	0.19%	67
2025 Q1	$560K	Hold	9,731	–	–	0.19%	71
2024 Q4	$581K	Buy	+9,731	New	+$592K	0.19%	63

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

Mezzasalma Advisors's XT Position: Q2 2026 in Review

Mezzasalma Advisors held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 9,731 shares worth $804K. The position accounts for 0.16% of the portfolio, ranked #84.

Mezzasalma Advisors first reported a position in XT in Q4 2024 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Mezzasalma Advisors held 9,731 shares of iShares Future Exponential Technologies ETF worth $804K as of Q2 2026.
Mezzasalma Advisors left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.16% of Mezzasalma Advisors's portfolio in Q2 2026, its #84 holding.
Mezzasalma Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and has held it in 7 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.