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Money Concepts Capital’s iShares Future Exponential Technologies ETF XT Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-345
Closed -$16.3K – 2957
2022
Q4 		$16.3K Sell
345
-3,222
-90% -$154K ﹤0.01% 1776
2022
Q3 		$159K Sell
3,567
-326
-8% -$16.3K 0.01% 466
2022
Q2 		$188K Sell
3,893
-445
-10% -$23.1K 0.02% 427
2022
Q1 		$256K Sell
4,338
-945
-18% -$55.6K 0.01% 634
2021
Q4 		$349K Buy
+5,283
New +$344K 0.03% 368

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Concepts Capital's XT Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2023, closing a stake of 345 shares — an estimated $16.3K sold.

Money Concepts Capital first reported a position in XT in Q4 2021 and held it in 5 quarters. The position peaked at $349K in Q4 2021. 212 funds tracked by Wall St. Rank hold XT as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 345 iShares Future Exponential Technologies ETF shares in Q1 2023, an estimated $16.3K.
  • Money Concepts Capital first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's iShares Future Exponential Technologies ETF position peaked at $349K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.