NewEdge Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

NewEdge Advisors’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	$269K	Buy	3,251 +2	+0.1%	+$156	﹤0.01%	2579
2026 Q1	$221K	Buy	3,249 +27	+0.8%	+$1.92K	﹤0.01%	2546
2025 Q4	$225K	Sell	3,222 -1,384	-30%	-$101K	﹤0.01%	2509
2025 Q3	$331K	Hold	4,606	–	–	﹤0.01%	2109
2025 Q2	$301K	Sell	4,606 -66	-1%	-$3.94K	﹤0.01%	2023
2025 Q1	$269K	Sell	4,672 -789	-14%	-$48.2K	﹤0.01%	1960
2024 Q4	$326K	Buy	5,461 +339	+7%	+$20.6K	﹤0.01%	1834
2024 Q3	$312K	Buy	5,122 +450	+10%	+$26.4K	﹤0.01%	1778
2024 Q2	$275K	Buy	4,672 +5	+0.1%	+$290	﹤0.01%	1766
2024 Q1	$278K	Buy	4,667 +468	+11%	+$27.5K	﹤0.01%	1682
2023 Q4	$251K	Hold	4,199	–	–	﹤0.01%	1619
2023 Q3	$219K	Sell	4,199 -737	-15%	-$40.6K	﹤0.01%	1594
2023 Q2	$274K	Buy	4,936 +44	+0.9%	+$2.32K	﹤0.01%	1492
2023 Q1	$258K	Sell	4,892 -1,815	-27%	-$93.3K	﹤0.01%	1432
2022 Q4	$86.2K	Buy	6,707 +1,818	+37%	+$87K	﹤0.01%	1503
2022 Q3	$218K	Sell	4,889 -1	-0%	-$50	﹤0.01%	1337
2022 Q2	$234K	Buy	+4,890	New	+$254K	﹤0.01%	1325
2022 Q1	–	Sell	-5,239	Closed	-$346K	–	1675
2021 Q4	$346K	Buy	5,239 +415	+9%	+$27K	0.01%	1258
2021 Q3	$303K	Sell	4,824 -83	-2%	-$5.35K	0.01%	897
2021 Q2	$310K	Buy	4,907 +24	+0.5%	+$1.48K	0.01%	888
2021 Q1	$289K	Buy	4,883 +96	+2%	+$5.71K	0.01%	827
2020 Q4	$274K	Sell	4,787 -9,077	-65%	-$479K	0.01%	788
2020 Q3	$674K	Sell	13,864 -12,109	-47%	-$579K	0.02%	483
2020 Q2	$1.16M	Buy	25,973 +492	+2%	+$20.2K	0.05%	323
2020 Q1	$907K	Buy	25,481 +13,587	+114%	+$555K	0.04%	328
2019 Q4	$508K	Buy	11,894 +6,278	+112%	+$256K	0.02%	521
2019 Q3	$217K	Buy	5,616 +299	+6%	+$11.5K	0.01%	735
2019 Q2	$205K	Sell	5,317 -1,025	-16%	-$39K	0.01%	615
2019 Q1	$241K	Sell	6,342 -7,876	-55%	-$287K	0.02%	586
2018 Q4	$473K	Buy	14,218 +8,975	+171%	+$318K	0.03%	384
2018 Q3	$203K	Buy	+5,243	New	+$199K	0.02%	614

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

NewEdge Advisors's XT Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 0.06% in Q2 2026, buying an estimated $156 and bringing the position to 3,251 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

NewEdge Advisors first reported a position in XT in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.16M in Q2 2020. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

NewEdge Advisors held 3,251 shares of iShares Future Exponential Technologies ETF worth $269K as of Q2 2026.
NewEdge Advisors bought 2 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $156.
iShares Future Exponential Technologies ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2579 holding.
NewEdge Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2018 and has held it in 31 quarters since.
NewEdge Advisors's iShares Future Exponential Technologies ETF position peaked at $1.16M in Q2 2020.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.