MV Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

MV Capital 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 Q2	$55.1K	Hold	667	–	–	﹤0.01%	307
2026 Q1	$45.5K	Hold	667	–	–	﹤0.01%	338
2025 Q4	$46.5K	Hold	667	–	–	﹤0.01%	320
2025 Q3	$48K	Hold	667	–	–	﹤0.01%	314
2025 Q2	$43.5K	Hold	667	–	–	﹤0.01%	323
2025 Q1	$38.4K	Hold	667	–	–	﹤0.01%	338
2024 Q4	$39.8K	Hold	667	–	–	﹤0.01%	320
2024 Q3	$40.6K	Hold	667	–	–	﹤0.01%	329
2024 Q2	$39.2K	Hold	667	–	–	﹤0.01%	315
2024 Q1	$39.8K	Hold	667	–	–	﹤0.01%	320
2023 Q4	$39.9K	Buy	+667	New	+$36K	0.01%	326

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

MV Capital Management's XT Position: Q2 2026 in Review

MV Capital Management held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 667 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

MV Capital Management first reported a position in XT in Q4 2023 and has held it in 11 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

MV Capital Management held 667 shares of iShares Future Exponential Technologies ETF worth $55.1K as of Q2 2026.
MV Capital Management left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #307 holding.
MV Capital Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and has held it in 11 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.