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OneDigital Investment Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

OneDigital Investment 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
2026
Q1 		$379K Sell
5,554
-272
-5% -$19.3K ﹤0.01% 1068
2025
Q4 		$406K Buy
5,826
+92
+2% +$6.74K ﹤0.01% 1050
2025
Q3 		$413K Sell
5,734
-472
-8% -$32K ﹤0.01% 1019
2025
Q2 		$405K Buy
6,206
+155
+3% +$9.24K ﹤0.01% 996
2025
Q1 		$348K Buy
6,051
+1
+0% +$61 ﹤0.01% 1015
2024
Q4 		$361K Buy
6,050
+179
+3% +$10.9K ﹤0.01% 1037
2024
Q3 		$357K Sell
5,871
-623
-10% -$36.6K ﹤0.01% 1077
2024
Q2 		$382K Buy
6,494
+173
+3% +$10K ﹤0.01% 1003
2024
Q1 		$377K Hold
6,321
– – 0.01% 837
2023
Q4 		$378K Buy
6,321
+72
+1% +$3.88K 0.01% 830
2023
Q3 		$326K Buy
6,249
+350
+6% +$19.3K 0.01% 783
2023
Q2 		$328K Sell
5,899
-294
-5% -$15.5K 0.01% 791
2023
Q1 		$326K Sell
6,193
-650
-9% -$33.4K 0.01% 751
2022
Q4 		$324K Buy
6,843
+11
+0.2% +$527 0.01% 648
2022
Q3 		$304K Sell
6,832
-1
-0% -$50 0.01% 600
2022
Q2 		$328K Sell
6,833
-227
-3% -$11.8K 0.01% 536
2022
Q1 		$417K Sell
7,060
-90
-1% -$5.29K 0.02% 496
2021
Q4 		$472K Buy
7,150
+149
+2% +$9.71K 0.02% 463
2021
Q3 		$439K Buy
7,001
+395
+6% +$25.5K 0.02% 455
2021
Q2 		$418K Buy
6,606
+417
+7% +$25.7K 0.02% 461
2021
Q1 		$367K Buy
6,189
+55
+0.9% +$3.27K 0.02% 459
2020
Q4 		$351K Buy
6,134
+482
+9% +$25.4K 0.02% 443
2020
Q3 		$275K Buy
+5,652
New +$270K 0.02% 463

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

OneDigital Investment Advisors's XT Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 4.7% in Q1 2026, selling an estimated $19.3K and leaving 5,554 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

OneDigital Investment Advisors first reported a position in XT in Q3 2020 and has held it in 23 quarters since. The position peaked at $472K in Q4 2021. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • OneDigital Investment Advisors held 5,554 shares of iShares Future Exponential Technologies ETF worth $379K as of Q1 2026.
  • OneDigital Investment Advisors sold 272 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $19.3K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1068 holding.
  • OneDigital Investment Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and has held it in 23 quarters since.
  • OneDigital Investment Advisors's iShares Future Exponential Technologies ETF position peaked at $472K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.