Moneta Group Investment Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Moneta Group Investment 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	$475K	Sell	5,754 -3,269	-36%	-$255K	﹤0.01%	555
2026 Q1	$615K	Buy	9,023 +2,295	+34%	+$163K	﹤0.01%	451
2025 Q4	$469K	Sell	6,728 -1,556	-19%	-$114K	﹤0.01%	513
2025 Q3	$596K	Buy	+8,284	New	+$561K	﹤0.01%	450

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

Moneta Group Investment Advisors's XT Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 36% in Q2 2026, selling an estimated $255K and leaving 5,754 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Moneta Group Investment Advisors first reported a position in XT in Q3 2025 and has held it in 4 quarters since. The position peaked at $615K in Q1 2026. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Moneta Group Investment Advisors held 5,754 shares of iShares Future Exponential Technologies ETF worth $475K as of Q2 2026.
Moneta Group Investment Advisors sold 3,269 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $255K.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #555 holding.
Moneta Group Investment Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2025 and has held it in 4 quarters since.
Moneta Group Investment Advisors's iShares Future Exponential Technologies ETF position peaked at $615K in Q1 2026.
288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.