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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Personal Capital Advisors's XT Position: Q4 2022 in Review

Personal Capital Advisors held its iShares Future Exponential Technologies ETF (XT) position steady in Q4 2022 at 12,593 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Personal Capital Advisors first reported a position in XT in Q3 2020 and has held it in 10 quarters since. The position peaked at $885K in Q4 2021. 223 funds tracked by Wall St. Rank hold XT as of Q4 2022.

Personal Capital Advisors held 12,593 shares of iShares Future Exponential Technologies ETF worth $596K as of Q4 2022.
Personal Capital Advisors left its iShares Future Exponential Technologies ETF share count unchanged in Q4 2022.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #278 holding.
Personal Capital Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and has held it in 10 quarters since.
Personal Capital Advisors's iShares Future Exponential Technologies ETF position peaked at $885K in Q4 2021.
223 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.