Sanford Advisory Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Sanford Advisory Services’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
2022 Q4	$637K	Sell	13,446 -2,772	-17%	-$133K	0.15%	70
2022 Q3	$723K	Sell	16,218 -8,244	-34%	-$411K	0.21%	56
2022 Q2	$1.17M	Sell	24,462 -2,052	-8%	-$107K	0.33%	37
2022 Q1	$1.56M	Buy	26,514 +8,284	+45%	+$487K	0.43%	29
2021 Q4	$1.2M	Buy	18,230 +744	+4%	+$48.5K	0.27%	39
2021 Q3	$1.1M	Buy	17,486 +1,256	+8%	+$80.9K	0.28%	37
2021 Q2	$1.03M	Buy	16,230 +1,390	+9%	+$85.6K	0.26%	37
2021 Q1	$879K	Buy	14,840 +3,057	+26%	+$182K	0.25%	40
2020 Q4	$674K	Buy	+11,783	New	+$622K	0.22%	47

Other funds holding XT

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

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

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

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

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

NEPWA

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

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

Sanford Advisory Services's XT Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares Future Exponential Technologies ETF (XT) stake by 17% in Q4 2022, selling an estimated $133K and leaving 13,446 shares worth $637K. The position accounts for 0.15% of the portfolio, ranked #70.

Sanford Advisory Services first reported a position in XT in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.56M in Q1 2022. 223 funds tracked by Wall St. Rank hold XT as of Q4 2022.

Sanford Advisory Services held 13,446 shares of iShares Future Exponential Technologies ETF worth $637K as of Q4 2022.
Sanford Advisory Services sold 2,772 iShares Future Exponential Technologies ETF shares in Q4 2022, an estimated $133K.
iShares Future Exponential Technologies ETF made up 0.15% of Sanford Advisory Services's portfolio in Q4 2022, its #70 holding.
Sanford Advisory Services first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares Future Exponential Technologies ETF position peaked at $1.56M in Q1 2022.
223 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.