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MFC
Morris Financial Concepts’s
iShares Future Exponential Technologies ETF
XT
Stock Holding History
Morris Financial Concepts’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
$17.6K
Hold
258
–
–
0.01%
171
2025
Q4
$18K
Hold
258
–
–
0.01%
168
2025
Q3
$18.6K
Buy
258
+1
+0.4%
+$68
0.01%
172
2025
Q2
$16.8K
Hold
257
–
–
0.01%
170
2025
Q1
$14.8K
Buy
257
+1
+0.4%
+$61
0.01%
168
2024
Q4
$15.3K
Hold
256
–
–
0.01%
157
2024
Q3
$15.6K
Hold
256
–
–
0.01%
164
2024
Q2
$15.1K
Hold
256
–
–
0.01%
136
2024
Q1
$15.3K
Buy
256
+1
+0.4%
+$59
0.01%
134
2023
Q4
$15.3K
Hold
255
–
–
0.01%
131
2023
Q3
$13.3K
Hold
255
–
–
0.01%
122
2023
Q2
$14.2K
Hold
255
–
–
0.01%
124
2023
Q1
$13.4K
Buy
255
+2
+0.8%
+$103
0.01%
122
2022
Q4
$12K
Hold
253
–
–
0.01%
116
2022
Q3
$11K
Hold
253
–
–
0.01%
93
2022
Q2
$12K
Buy
253
+4
+2%
+$208
0.01%
101
2022
Q1
$15K
Hold
249
–
–
0.01%
96
2021
Q4
$16K
Buy
+249
New
+$16.2K
0.01%
88
Other funds holding XT
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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