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Segment Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Segment Wealth 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
Q1 		– Sell
-73,631
Closed -$5.14M – 347
2025
Q4 		$5.14M Sell
73,631
-255
-0.3% -$18.7K 0.3% 72
2025
Q3 		$5.32M Sell
73,886
-34,285
-32% -$2.32M 0.32% 71
2025
Q2 		$7.06M Sell
108,171
-3,492
-3% -$208K 0.45% 63
2025
Q1 		$6.43M Sell
111,663
-8,017
-7% -$490K 0.43% 64
2024
Q4 		$7.14M Sell
119,680
-4,404
-4% -$268K 0.49% 64
2024
Q3 		$7.55M Sell
124,084
-5,911
-5% -$347K 0.52% 62
2024
Q2 		$7.65M Buy
129,995
+363
+0.3% +$21.1K 0.56% 59
2024
Q1 		$7.73M Sell
129,632
-71
-0.1% -$4.17K 0.59% 57
2023
Q4 		$7.77M Sell
129,703
-1,550
-1% -$83.6K 0.69% 54
2023
Q3 		$6.85M Sell
131,253
-3,015
-2% -$166K 0.7% 56
2023
Q2 		$7.47M Buy
134,268
+20,488
+18% +$1.08M 0.77% 53
2023
Q1 		$6M Sell
113,780
-2,026
-2% -$104K 0.68% 57
2022
Q4 		$5.48M Sell
115,806
-3,326
-3% -$159K 0.63% 57
2022
Q3 		$5.31M Buy
119,132
+1,865
+2% +$93K 0.66% 61
2022
Q2 		$5.62M Buy
117,267
+1,360
+1% +$70.6K 0.71% 55
2022
Q1 		$6.84M Buy
115,907
+990
+0.9% +$58.2K 0.71% 56
2021
Q4 		$7.59M Buy
114,917
+1,334
+1% +$86.9K 0.8% 51
2021
Q3 		$7.13M Buy
113,583
+1,545
+1% +$99.6K 0.85% 53
2021
Q2 		$7.09M Buy
112,038
+4,700
+4% +$289K 0.84% 51
2021
Q1 		$6.36M Buy
107,338
+479
+0.4% +$28.5K 0.84% 48
2020
Q4 		$6.12M Buy
106,859
+1,605
+2% +$84.7K 0.88% 46
2020
Q3 		$5.11M Buy
105,254
+2,350
+2% +$112K 0.83% 47
2020
Q2 		$4.58M Buy
+102,904
New +$4.22M 0.85% 48
2018
Q4 		– Sell
-76,145
Closed -$2.95M – 225
2018
Q3 		$2.95M Buy
+76,145
New +$2.89M 0.64% 59

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Segment Wealth Management's XT Position: Q1 2026 in Review

Segment Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2026, closing a stake of 73,631 shares — an estimated $5.14M sold.

Segment Wealth Management first reported a position in XT in Q3 2018 and held it in 24 quarters. The position peaked at $7.77M in Q4 2023. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Segment Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2026 after selling out during the quarter.
  • Segment Wealth Management sold 73,631 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $5.14M.
  • Segment Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2018 and held it in 24 quarters.
  • Segment Wealth Management's iShares Future Exponential Technologies ETF position peaked at $7.77M in Q4 2023.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Segment Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.