NewEdge Wealth
XT icon

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

NewEdge Wealth’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
2022
Q2 		– Sell
-341,363
Closed -$20.2M – 580
2022
Q1 		$20.2M Buy
341,363
+7,235
+2% +$425K 0.89% 24
2021
Q4 		$22.1M Buy
+334,128
New +$21.8M 0.93% 23

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Wealth's XT Position: Q2 2022 in Review

NewEdge Wealth sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2022, closing a stake of 341,363 shares — an estimated $20.2M sold.

NewEdge Wealth first reported a position in XT in Q4 2021 and held it in 2 quarters. The position peaked at $22.1M in Q4 2021. 222 funds tracked by Wall St. Rank hold XT as of Q2 2022.

  • NewEdge Wealth reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2022 after selling out during the quarter.
  • NewEdge Wealth sold 341,363 iShares Future Exponential Technologies ETF shares in Q2 2022, an estimated $20.2M.
  • NewEdge Wealth first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and held it in 2 quarters.
  • NewEdge Wealth's iShares Future Exponential Technologies ETF position peaked at $22.1M in Q4 2021.
  • 222 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2022.

Based on NewEdge Wealth's 13F filing for Q2 2022, filed 9 Aug 2022.