McCarley & Cook Financial Planners’s iShares Future Exponential Technologies ETF XT Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$2.75K	Hold	33	–	–	﹤0.01%	222
2026 Q2	$2.73K	Buy	33 +18	+120%	+$1.41K	﹤0.01%	208
2026 Q1	$1.02K	Hold	15	–	–	﹤0.01%	242
2025 Q4	$1.05K	Buy	+15	New	+$1.1K	﹤0.01%	242

Other funds holding XT

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

McCarley & Cook Financial Planners's XT Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares Future Exponential Technologies ETF (XT) position steady in Q3 2026 at 33 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

McCarley & Cook Financial Planners first reported a position in XT in Q4 2025 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold XT as of Q3 2026.

McCarley & Cook Financial Planners held 33 shares of iShares Future Exponential Technologies ETF worth $2.75K as of Q3 2026.
McCarley & Cook Financial Planners left its iShares Future Exponential Technologies ETF share count unchanged in Q3 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #222 holding.
McCarley & Cook Financial Planners first reported a position in iShares Future Exponential Technologies ETF in Q4 2025 and has held it in 4 quarters since.
67 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.