Personal Financial Consultants’s iShares Future Exponential Technologies ETF XT Stock Holding History

Personal Financial Consultants’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
2019 Q2	$10.5M	Buy	273,446 +4,778	+2%	+$182K	7.92%	6
2019 Q1	$10.2M	Buy	268,668 +83,722	+45%	+$3.05M	7.83%	6
2018 Q4	$6.15M	Sell	184,946 -53,843	-23%	-$1.91M	5.2%	8
2018 Q3	$9.25M	Buy	+238,789	New	+$9.07M	6.74%	6

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

NEPWA

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

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

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return

Personal Financial Consultants's XT Position: Q2 2019 in Review

Personal Financial Consultants increased its iShares Future Exponential Technologies ETF (XT) stake by 1.8% in Q2 2019, buying an estimated $182K and bringing the position to 273,446 shares worth $10.5M. The position accounts for 7.92% of the portfolio, ranked #6.

Personal Financial Consultants first reported a position in XT in Q3 2018 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold XT as of Q2 2019.

Personal Financial Consultants held 273,446 shares of iShares Future Exponential Technologies ETF worth $10.5M as of Q2 2019.
Personal Financial Consultants bought 4,778 iShares Future Exponential Technologies ETF shares in Q2 2019, an estimated $182K.
iShares Future Exponential Technologies ETF made up 7.92% of Personal Financial Consultants's portfolio in Q2 2019, its #6 holding.
Personal Financial Consultants first reported a position in iShares Future Exponential Technologies ETF in Q3 2018 and has held it in 4 quarters since.
103 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.