NewFocus Financial Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

NewFocus Financial 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
2020 Q4	$343K	Sell	5,996 -288	-5%	-$15.2K	0.1%	95
2020 Q3	$305K	Hold	6,284	–	–	0.1%	99
2020 Q2	$280K	Buy	+6,284	New	+$258K	0.1%	98
2018 Q1	–	Sell	-5,655	Closed	-$200K	–	80
2017 Q4	$200K	Buy	+5,655	New	+$198K	0.12%	72

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewFocus Financial Group's XT Position: Q4 2020 in Review

NewFocus Financial Group reduced its iShares Future Exponential Technologies ETF (XT) stake by 4.6% in Q4 2020, selling an estimated $15.2K and leaving 5,996 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #95.

NewFocus Financial Group first reported a position in XT in Q4 2017 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold XT as of Q4 2020.

NewFocus Financial Group held 5,996 shares of iShares Future Exponential Technologies ETF worth $343K as of Q4 2020.
NewFocus Financial Group sold 288 iShares Future Exponential Technologies ETF shares in Q4 2020, an estimated $15.2K.
iShares Future Exponential Technologies ETF made up 0.1% of NewFocus Financial Group's portfolio in Q4 2020, its #95 holding.
NewFocus Financial Group first reported a position in iShares Future Exponential Technologies ETF in Q4 2017 and has held it in 4 quarters since.
184 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.