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

Safeguard Financial’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
2025 Q1	–	Sell	-3,460	Closed	-$206K	–	117
2024 Q4	$206K	Hold	3,460	–	–	0.04%	113
2024 Q3	$211K	Hold	3,460	–	–	0.05%	122
2024 Q2	$204K	Hold	3,460	–	–	0.06%	100
2024 Q1	$206K	Hold	3,460	–	–	0.07%	79
2023 Q4	$207K	Buy	+3,460	New	+$187K	0.08%	76
2023 Q3	–	Sell	-400	Closed	-$22K	–	573
2023 Q2	$22K	Buy	+400	New	+$21.1K	0.01%	254

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Safeguard Financial's XT Position: Q1 2025 in Review

Safeguard Financial sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2025, closing a stake of 3,460 shares — an estimated $206K sold.

Safeguard Financial first reported a position in XT in Q2 2023 and held it in 6 quarters. The position peaked at $211K in Q3 2024. 245 funds tracked by Wall St. Rank hold XT as of Q1 2025.

Safeguard Financial reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2025 after selling out during the quarter.
Safeguard Financial sold 3,460 iShares Future Exponential Technologies ETF shares in Q1 2025, an estimated $206K.
Safeguard Financial first reported a position in iShares Future Exponential Technologies ETF in Q2 2023 and held it in 6 quarters.
Safeguard Financial's iShares Future Exponential Technologies ETF position peaked at $211K in Q3 2024.
245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.