Pathstone Family Office’s iShares Future Exponential Technologies ETF XT Stock Holding History

Pathstone Family Office’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 Q3	$209K	Buy	+4,000	New	+$220K	﹤0.01%	1499

Other funds holding XT

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

BCI

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Pathstone Family Office's XT Position: Q3 2023 in Review

Pathstone Family Office opened a new position in iShares Future Exponential Technologies ETF (XT) in Q3 2023: 4,000 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1499 among its holdings.

226 funds tracked by Wall St. Rank hold XT as of Q3 2023.

Pathstone Family Office held 4,000 shares of iShares Future Exponential Technologies ETF worth $209K as of Q3 2023.
iShares Future Exponential Technologies ETF was a new Pathstone Family Office position in Q3 2023.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1499 holding.
226 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.