Seaview Investment Managers’s iShares Future Exponential Technologies ETF XT Stock Holding History

Seaview Investment Managers’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 Q1	–	Sell	-3,413	Closed	-$226K	–	117
2021 Q4	$226K	Sell	3,413 -19,965	-85%	-$1.3M	0.08%	83
2021 Q3	$1.47M	Buy	+23,378	New	+$1.51M	0.7%	43

Other funds holding XT

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

HSA

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

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

BCI

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

NEPWA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Seaview Investment Managers's XT Position: Q1 2022 in Review

Seaview Investment Managers sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2022, closing a stake of 3,413 shares — an estimated $226K sold.

Seaview Investment Managers first reported a position in XT in Q3 2021 and held it in 2 quarters. The position peaked at $1.47M in Q3 2021. 239 funds tracked by Wall St. Rank hold XT as of Q1 2022.

Seaview Investment Managers reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2022 after selling out during the quarter.
Seaview Investment Managers sold 3,413 iShares Future Exponential Technologies ETF shares in Q1 2022, an estimated $226K.
Seaview Investment Managers first reported a position in iShares Future Exponential Technologies ETF in Q3 2021 and held it in 2 quarters.
Seaview Investment Managers's iShares Future Exponential Technologies ETF position peaked at $1.47M in Q3 2021.
239 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2022.

Based on Seaview Investment Managers's 13F filing for Q1 2022, filed 28 Apr 2022.