Parkside Financial Bank & Trust’s iShares Future Exponential Technologies ETF XT Stock Holding History

Parkside Financial Bank & Trust’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
2022 Q1	–	Sell	-26	Closed	-$2K	–	1957
2021 Q4	$2K	Sell	26 -37	-59%	-$2.41K	﹤0.01%	1668
2021 Q3	$4K	Buy	+63	New	+$4.06K	﹤0.01%	1378

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Parkside Financial Bank & Trust's XT Position: Q1 2022 in Review

Parkside Financial Bank & Trust sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2022, closing a stake of 26 shares — an estimated $2K sold.

Parkside Financial Bank & Trust first reported a position in XT in Q3 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 239 funds tracked by Wall St. Rank hold XT as of Q1 2022.

Parkside Financial Bank & Trust reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2022 after selling out during the quarter.
Parkside Financial Bank & Trust sold 26 iShares Future Exponential Technologies ETF shares in Q1 2022, an estimated $2K.
Parkside Financial Bank & Trust first reported a position in iShares Future Exponential Technologies ETF in Q3 2021 and held it in 2 quarters.
Parkside Financial Bank & Trust's iShares Future Exponential Technologies ETF position peaked at $4K in Q3 2021.
239 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2022.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2022, filed 13 May 2022.