Sax Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Sax Wealth 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
2026 Q2	$655K	Sell	9,610 -1,668	-15%	-$130K	0.03%	286
2026 Q1	$787K	Hold	11,278	–	–	0.04%	224
2025 Q4	$787K	Sell	11,278 -5	-0%	-$366	0.04%	230
2025 Q3	$812K	Hold	11,283	–	–	0.04%	205
2025 Q2	$736K	Sell	11,283 -7,282	-39%	-$434K	0.04%	208
2025 Q1	$1.07M	Hold	18,565	–	–	0.08%	134
2024 Q4	$1.11M	Buy	18,565 +77	+0.4%	+$4.68K	0.09%	115
2024 Q3	$1.13M	Hold	18,488	–	–	0.1%	84
2024 Q2	$1.09M	Sell	18,488 -1,938	-9%	-$113K	0.1%	86
2024 Q1	$1.22M	Buy	20,426 +3,645	+22%	+$214K	0.14%	64
2023 Q4	$1M	Buy	16,781 +161	+1%	+$8.68K	0.16%	73
2023 Q3	$868K	Buy	16,620 +7,075	+74%	+$389K	0.17%	76
2023 Q2	$531K	Buy	+9,545	New	+$503K	0.11%	109

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sax Wealth Advisors's XT Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 15% in Q2 2026, selling an estimated $130K and leaving 9,610 shares worth $655K. The position accounts for 0.03% of the portfolio, ranked #286.

Sax Wealth Advisors first reported a position in XT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.22M in Q1 2024. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Sax Wealth Advisors held 9,610 shares of iShares Future Exponential Technologies ETF worth $655K as of Q2 2026.
Sax Wealth Advisors sold 1,668 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $130K.
iShares Future Exponential Technologies ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #286 holding.
Sax Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2023 and has held it in 13 quarters since.
Sax Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $1.22M in Q1 2024.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.