Phillips Financial Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Phillips Financial Management’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
2024 Q2	–	Sell	-111	Closed	-$6.62K	–	276
2024 Q1	$6.62K	Hold	111	–	–	﹤0.01%	246
2023 Q4	$6.65K	Hold	111	–	–	﹤0.01%	231
2023 Q3	$5.79K	Hold	111	–	–	﹤0.01%	229
2023 Q2	$6.17K	Hold	111	–	–	﹤0.01%	225
2023 Q1	$5.85K	Hold	111	–	–	﹤0.01%	228
2022 Q4	$5.25K	Hold	111	–	–	﹤0.01%	217
2022 Q3	$5K	Buy	+111	New	+$5.54K	﹤0.01%	216

Other funds holding XT

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 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

NEPWA

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Phillips Financial Management's XT Position: Q2 2024 in Review

Phillips Financial Management sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2024, closing a stake of 111 shares — an estimated $6.62K sold.

Phillips Financial Management first reported a position in XT in Q3 2022 and held it in 7 quarters. The position peaked at $6.65K in Q4 2023. 244 funds tracked by Wall St. Rank hold XT as of Q2 2024.

Phillips Financial Management reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2024 after selling out during the quarter.
Phillips Financial Management sold 111 iShares Future Exponential Technologies ETF shares in Q2 2024, an estimated $6.62K.
Phillips Financial Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2022 and held it in 7 quarters.
Phillips Financial Management's iShares Future Exponential Technologies ETF position peaked at $6.65K in Q4 2023.
244 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2024.

Based on Phillips Financial Management's 13F filing for Q2 2024, filed 8 Aug 2024.