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Montag & Associates’s iShares Future Exponential Technologies ETF XT Stock Holding History

Montag & Associates’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
2022
Q1 		– Sell
-7
Closed – – 890
2021
Q4 		$0 Hold
7
– – ﹤0.01% 919
2021
Q3 		$0 Hold
7
– – ﹤0.01% 900
2021
Q2 		$0 Hold
7
– – ﹤0.01% 898
2021
Q1 		$0 Buy
+7
New +$416 ﹤0.01% 895

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Montag & Associates's XT Position: Q1 2022 in Review

Montag & Associates sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2022, closing a stake of 7 shares.

Montag & Associates first reported a position in XT in Q1 2021 and held it in 4 quarters. The position peaked at $0 in Q4 2021. 239 funds tracked by Wall St. Rank hold XT as of Q1 2022.

  • Montag & Associates reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2022 after selling out during the quarter.
  • Montag & Associates sold 7 iShares Future Exponential Technologies ETF shares in Q1 2022.
  • Montag & Associates first reported a position in iShares Future Exponential Technologies ETF in Q1 2021 and held it in 4 quarters.
  • Montag & Associates's iShares Future Exponential Technologies ETF position peaked at $0 in Q4 2021.
  • 239 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2022.

Based on Montag & Associates's 13F filing for Q1 2022, filed 2 May 2022.