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 Q3	$812K	Hold	9,731	–	–	0.16%	79
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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

CNWM

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Mezzasalma Advisors's XT Position: Q3 2026 in Review

Mezzasalma Advisors held its iShares Future Exponential Technologies ETF (XT) position steady in Q3 2026 at 9,731 shares worth $812K. The position accounts for 0.16% of the portfolio, ranked #79.

Mezzasalma Advisors first reported a position in XT in Q4 2024 and has held it in 8 quarters since. 25 funds tracked by Wall St. Rank hold XT as of Q3 2026.

Mezzasalma Advisors held 9,731 shares of iShares Future Exponential Technologies ETF worth $812K as of Q3 2026.
Mezzasalma Advisors left its iShares Future Exponential Technologies ETF share count unchanged in Q3 2026.
iShares Future Exponential Technologies ETF made up 0.16% of Mezzasalma Advisors's portfolio in Q3 2026, its #79 holding.
Mezzasalma Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and has held it in 8 quarters since.
25 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Mezzasalma Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.