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

Mission 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 		$691K Buy
+8,363
New +$653K 0.57% 46
2025
Q1 		$568K Buy
+8,327
New +$509K 0.52% 52
2021
Q4 		$569K Buy
+8,158
New +$531K 0.53% 49

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Mission Financial Group opened a new position in iShares Future Exponential Technologies ETF (XT) in Q2 2026: 8,363 shares worth $691K. The stake represents 0.57% of the portfolio and ranks #46 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in XT as recently as Q1 2025.

Mission Financial Group first reported a position in XT in Q4 2021 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Mission Financial Group held 8,363 shares of iShares Future Exponential Technologies ETF worth $691K as of Q2 2026.
  • iShares Future Exponential Technologies ETF was a new Mission Financial Group position in Q2 2026.
  • iShares Future Exponential Technologies ETF made up 0.57% of Mission Financial Group's portfolio in Q2 2026, its #46 holding.
  • Mission Financial Group first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.