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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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Moneta Group Investment Advisors's XT Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 34% in Q1 2026, buying an estimated $163K and bringing the position to 9,023 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Moneta Group Investment Advisors first reported a position in XT in Q3 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Moneta Group Investment Advisors held 9,023 shares of iShares Future Exponential Technologies ETF worth $615K as of Q1 2026.
  • Moneta Group Investment Advisors bought 2,295 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $163K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #451 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.