Rockefeller Capital Management
XT icon

Rockefeller Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Rockefeller Capital 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
2026
Q2 		$434K Buy
5,252
+1,917
+57% +$150K ﹤0.01% 2165
2026
Q1 		$227K Sell
3,335
-662
-17% -$47K ﹤0.01% 2420
2025
Q4 		$279K Buy
3,997
+144
+4% +$10.5K ﹤0.01% 2194
2025
Q3 		$277K Buy
+3,853
New +$261K ﹤0.01% 2061
2023
Q3 		– Sell
-8,603
Closed -$478K – 1840
2023
Q2 		$478K Buy
8,603
+4
+0% +$211 ﹤0.01% 1354
2023
Q1 		$453K Sell
8,599
-1,206
-12% -$62K ﹤0.01% 1395
2022
Q4 		$464K Buy
9,805
+5
+0.1% +$239 ﹤0.01% 1319
2022
Q3 		$436K Buy
9,800
+1,148
+13% +$57.3K ﹤0.01% 1328
2022
Q2 		$414K Buy
8,652
+3
+0% +$156 ﹤0.01% 1337
2022
Q1 		$510K Buy
8,649
+11
+0.1% +$647 ﹤0.01% 1305
2021
Q4 		$570K Buy
8,638
+220
+3% +$14.3K ﹤0.01% 1271
2021
Q3 		$528K Buy
8,418
+200
+2% +$12.9K ﹤0.01% 1238
2021
Q2 		$519K Buy
8,218
+23
+0.3% +$1.42K ﹤0.01% 1183
2021
Q1 		$485K Buy
8,195
+1,500
+22% +$89.2K ﹤0.01% 1031
2020
Q4 		$383K Buy
6,695
+6,001
+865% +$317K ﹤0.01% 1000
2020
Q3 		$33K Sell
694
-759
-52% -$36.3K ﹤0.01% 1632
2020
Q2 		$65K Hold
1,453
– – ﹤0.01% 1336
2020
Q1 		$52K Hold
1,453
– – ﹤0.01% 1220
2019
Q4 		$62K Hold
1,453
– – ﹤0.01% 1098
2019
Q3 		$56K Buy
+1,453
New +$55.9K ﹤0.01% 931

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management's XT Position: Q2 2026 in Review

Rockefeller Capital Management increased its iShares Future Exponential Technologies ETF (XT) stake by 57% in Q2 2026, buying an estimated $150K and bringing the position to 5,252 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Rockefeller Capital Management first reported a position in XT in Q3 2019 and has held it in 20 quarters since. The position peaked at $570K in Q4 2021. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Rockefeller Capital Management held 5,252 shares of iShares Future Exponential Technologies ETF worth $434K as of Q2 2026.
  • Rockefeller Capital Management bought 1,917 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $150K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2165 holding.
  • Rockefeller Capital Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2019 and has held it in 20 quarters since.
  • Rockefeller Capital Management's iShares Future Exponential Technologies ETF position peaked at $570K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.