New Millennium Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

New Millennium Group’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
2025 Q3	–	Sell	-100	Closed	-$6.53K	–	564
2025 Q2	$6.53K	Buy	+100	New	+$5.96K	﹤0.01%	231
2024 Q1	–	Sell	-5	Closed	-$313	–	426
2023 Q4	$313	Hold	5	–	–	﹤0.01%	401
2023 Q3	$273	Sell	5 -327	-98%	-$18K	﹤0.01%	377
2023 Q2	$18.5K	Hold	332	–	–	0.02%	143
2023 Q1	$17.5K	Hold	332	–	–	0.02%	161
2022 Q4	$15.7K	Hold	332	–	–	0.02%	164
2022 Q3	$15K	Hold	332	–	–	0.02%	166
2022 Q2	$16K	Buy	+332	New	+$17.2K	0.02%	161

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

New Millennium Group's XT Position: Q3 2025 in Review

New Millennium Group sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2025, closing a stake of 100 shares — an estimated $6.53K sold.

New Millennium Group first reported a position in XT in Q2 2022 and held it in 8 quarters. The position peaked at $18.5K in Q2 2023. 269 funds tracked by Wall St. Rank hold XT as of Q3 2025.

New Millennium Group reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2025 after selling out during the quarter.
New Millennium Group sold 100 iShares Future Exponential Technologies ETF shares in Q3 2025, an estimated $6.53K.
New Millennium Group first reported a position in iShares Future Exponential Technologies ETF in Q2 2022 and held it in 8 quarters.
New Millennium Group's iShares Future Exponential Technologies ETF position peaked at $18.5K in Q2 2023.
269 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2025.

Based on New Millennium Group's 13F filing for Q3 2025, filed 10 Nov 2025.