Regal Wealth Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Regal Wealth Group’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
2021 Q2	–	Sell	-39	Closed	-$2K	–	250
2021 Q1	$2K	Buy	39 +1	+3%	+$59	﹤0.01%	223
2020 Q4	$2K	Buy	38 +3	+9%	+$158	﹤0.01%	197
2020 Q3	$2K	Buy	35 +5	+17%	+$239	﹤0.01%	193
2020 Q2	$1K	Buy	+30	New	+$1.23K	﹤0.01%	203

Other funds holding XT

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Regal Wealth Group's XT Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2021, closing a stake of 39 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in XT in Q2 2020 and held it in 4 quarters. The position peaked at $2K in Q1 2021. 210 funds tracked by Wall St. Rank hold XT as of Q2 2021.

Regal Wealth Group reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 39 iShares Future Exponential Technologies ETF shares in Q2 2021, an estimated $2K.
Regal Wealth Group first reported a position in iShares Future Exponential Technologies ETF in Q2 2020 and held it in 4 quarters.
Regal Wealth Group's iShares Future Exponential Technologies ETF position peaked at $2K in Q1 2021.
210 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.