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Moseley Investment Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Moseley Investment Management’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 		$673K Buy
9,881
+106
+1% +$7.53K 0.21% 73
2025
Q4 		$682K Buy
9,775
+1,504
+18% +$110K 0.21% 75
2025
Q3 		$595K Buy
8,271
+50
+0.6% +$3.38K 0.18% 87
2025
Q2 		$536K Sell
8,221
-54
-0.7% -$3.22K 0.18% 89
2025
Q1 		$476K Buy
8,275
+565
+7% +$34.5K 0.19% 96
2024
Q4 		$460K Sell
7,710
-805
-9% -$48.9K 0.18% 95
2024
Q3 		$518K Buy
8,515
+267
+3% +$15.7K 0.21% 87
2024
Q2 		$485K Buy
8,248
+1,130
+16% +$65.6K 0.23% 85
2024
Q1 		$424K Buy
7,118
+1,688
+31% +$99.1K 0.21% 91
2023
Q4 		$325K Buy
5,430
+69
+1% +$3.72K 0.18% 102
2023
Q3 		$280K Buy
5,361
+1,002
+23% +$55.1K 0.17% 113
2023
Q2 		$242K Buy
4,359
+417
+11% +$22K 0.14% 128
2023
Q1 		$208K Buy
+3,942
New +$203K 0.13% 136
2022
Q2 		– Sell
-4,542
Closed -$268K – 172
2022
Q1 		$268K Buy
+4,542
New +$267K 0.14% 145

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

Moseley Investment Management's XT Position: Q1 2026 in Review

Moseley Investment Management increased its iShares Future Exponential Technologies ETF (XT) stake by 1.1% in Q1 2026, buying an estimated $7.53K and bringing the position to 9,881 shares worth $673K. The position accounts for 0.21% of the portfolio, ranked #73.

Moseley Investment Management first reported a position in XT in Q1 2022 and has held it in 14 quarters since. The position peaked at $682K in Q4 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Moseley Investment Management held 9,881 shares of iShares Future Exponential Technologies ETF worth $673K as of Q1 2026.
  • Moseley Investment Management bought 106 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $7.53K.
  • iShares Future Exponential Technologies ETF made up 0.21% of Moseley Investment Management's portfolio in Q1 2026, its #73 holding.
  • Moseley Investment Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2022 and has held it in 14 quarters since.
  • Moseley Investment Management's iShares Future Exponential Technologies ETF position peaked at $682K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.