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

Northwest Financial 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
2024
Q1 		– Sell
-942
Closed -$56.4K – 553
2023
Q4 		$56.4K Buy
+942
New +$50.8K 0.05% 195

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwest Financial Advisors's XT Position: Q1 2024 in Review

Northwest Financial Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2024, closing a stake of 942 shares — an estimated $56.4K sold.

Northwest Financial Advisors first reported a position in XT in Q4 2023 and held it in 1 quarter. The position peaked at $56.4K in Q4 2023. 247 funds tracked by Wall St. Rank hold XT as of Q1 2024.

  • Northwest Financial Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 942 iShares Future Exponential Technologies ETF shares in Q1 2024, an estimated $56.4K.
  • Northwest Financial Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's iShares Future Exponential Technologies ETF position peaked at $56.4K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.