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OneAscent Financial Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

OneAscent Financial Services’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
2023
Q4 		– Sell
-7,015
Closed -$366K – 394
2023
Q3 		$366K Buy
7,015
+437
+7% +$24.1K 0.1% 158
2023
Q2 		$366K Buy
+6,578
New +$347K 0.16% 69

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OneAscent Financial Services's XT Position: Q4 2023 in Review

OneAscent Financial Services sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2023, closing a stake of 7,015 shares — an estimated $366K sold.

OneAscent Financial Services first reported a position in XT in Q2 2023 and held it in 2 quarters. The position peaked at $366K in Q3 2023. 245 funds tracked by Wall St. Rank hold XT as of Q4 2023.

  • OneAscent Financial Services reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2023 after selling out during the quarter.
  • OneAscent Financial Services sold 7,015 iShares Future Exponential Technologies ETF shares in Q4 2023, an estimated $366K.
  • OneAscent Financial Services first reported a position in iShares Future Exponential Technologies ETF in Q2 2023 and held it in 2 quarters.
  • OneAscent Financial Services's iShares Future Exponential Technologies ETF position peaked at $366K in Q3 2023.
  • 245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2023.

Based on OneAscent Financial Services's 13F filing for Q4 2023, filed 11 Jan 2024.