MGB Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

MGB Wealth Management’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
2025 Q4	$718K	Buy	10,289 +230	+2%	+$16.9K	0.21%	97
2025 Q3	$723K	Buy	10,059 +500	+5%	+$33.8K	0.2%	102
2025 Q2	$624K	Buy	9,559 +5	+0.1%	+$298	0.21%	101
2025 Q1	$550K	Buy	9,554 +100	+1%	+$6.11K	0.2%	115
2024 Q4	$564K	Buy	9,454 +34	+0.4%	+$2.07K	0.18%	103
2024 Q3	$574K	Sell	9,420 -3,896	-29%	-$229K	0.21%	106
2024 Q2	$813K	Hold	13,316	–	–	0.3%	78
2024 Q1	$794K	Sell	13,316 -266	-2%	-$15.6K	0.32%	77
2023 Q4	$814K	Buy	+13,582	New	+$732K	0.41%	66

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

MGB Wealth Management's XT Position: Q4 2025 in Review

MGB Wealth Management increased its iShares Future Exponential Technologies ETF (XT) stake by 2.3% in Q4 2025, buying an estimated $16.9K and bringing the position to 10,289 shares worth $718K. The position accounts for 0.21% of the portfolio, ranked #97.

MGB Wealth Management first reported a position in XT in Q4 2023 and has held it in 9 quarters since. The position peaked at $814K in Q4 2023. 277 funds tracked by Wall St. Rank hold XT as of Q4 2025.

MGB Wealth Management held 10,289 shares of iShares Future Exponential Technologies ETF worth $718K as of Q4 2025.
MGB Wealth Management bought 230 iShares Future Exponential Technologies ETF shares in Q4 2025, an estimated $16.9K.
iShares Future Exponential Technologies ETF made up 0.21% of MGB Wealth Management's portfolio in Q4 2025, its #97 holding.
MGB Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's iShares Future Exponential Technologies ETF position peaked at $814K in Q4 2023.
277 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.