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 Q2	$22.7K	Buy	275 +17	+7%	+$1.33K	0.01%	168
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 $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

Morris Financial Concepts's XT Position: Q2 2026 in Review

Morris Financial Concepts increased its iShares Future Exponential Technologies ETF (XT) stake by 6.6% in Q2 2026, buying an estimated $1.33K and bringing the position to 275 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #168.

Morris Financial Concepts first reported a position in XT in Q4 2021 and has held it in 19 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Morris Financial Concepts held 275 shares of iShares Future Exponential Technologies ETF worth $22.7K as of Q2 2026.
Morris Financial Concepts bought 17 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $1.33K.
iShares Future Exponential Technologies ETF made up 0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #168 holding.
Morris Financial Concepts first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and has held it in 19 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.