Realta Investment Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Realta Investment 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
2023 Q4	–	Sell	-50	Closed	-$2.78K	–	816
2023 Q3	$2.78K	Hold	50	–	–	﹤0.01%	750
2023 Q2	$2.78K	Buy	+50	New	+$2.63K	﹤0.01%	800
2023 Q1	–	Sell	-377	Closed	-$17.8K	–	848
2022 Q4	$17.8K	Hold	377	–	–	﹤0.01%	655
2022 Q3	$17K	Buy	+377	New	+$18.8K	﹤0.01%	639
2019 Q3	–	Sell	-275	Closed	-$11K	–	1817
2019 Q2	$11K	Hold	275	–	–	﹤0.01%	1115
2019 Q1	$10K	Buy	+275	New	+$10K	﹤0.01%	913

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's XT Position: Q4 2023 in Review

Realta Investment Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2023, closing a stake of 50 shares — an estimated $2.78K sold.

Realta Investment Advisors first reported a position in XT in Q1 2019 and held it in 6 quarters. The position peaked at $17.8K in Q4 2022. 245 funds tracked by Wall St. Rank hold XT as of Q4 2023.

Realta Investment Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 50 iShares Future Exponential Technologies ETF shares in Q4 2023, an estimated $2.78K.
Realta Investment Advisors first reported a position in iShares Future Exponential Technologies ETF in Q1 2019 and held it in 6 quarters.
Realta Investment Advisors's iShares Future Exponential Technologies ETF position peaked at $17.8K in Q4 2022.
245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.