MWM
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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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return