PCA
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Personal Capital Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Personal Capital 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
2022
Q4 		$596K Hold
12,593
– – ﹤0.01% 278
2022
Q3 		$561K Buy
12,593
+24
+0.2% +$1.2K ﹤0.01% 273
2022
Q2 		$602K Hold
12,569
– – ﹤0.01% 264
2022
Q1 		$742K Sell
12,569
-827
-6% -$48.6K ﹤0.01% 269
2021
Q4 		$885K Buy
13,396
+594
+5% +$38.7K ﹤0.01% 272
2021
Q3 		$803K Buy
12,802
+209
+2% +$13.5K ﹤0.01% 265
2021
Q2 		$797K Buy
12,593
+491
+4% +$30.2K ﹤0.01% 264
2021
Q1 		$717K Buy
12,102
+1,689
+16% +$100K ﹤0.01% 267
2020
Q4 		$596K Buy
10,413
+5,604
+117% +$296K ﹤0.01% 284
2020
Q3 		$234K Buy
+4,809
New +$230K ﹤0.01% 375

Other funds holding XT

Financial Engines Advisors
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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