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

Selective 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 Q2	$343K	Hold	4,279	–	–	0.09%	103
2026 Q1	$321K	Hold	4,279	–	–	0.1%	97
2025 Q4	$308K	Hold	4,279	–	–	0.1%	86
2025 Q3	$314K	Hold	4,279	–	–	0.1%	81
2025 Q2	$284K	Hold	4,279	–	–	0.1%	83
2025 Q1	$232K	Hold	4,279	–	–	0.1%	88
2024 Q4	$255K	Hold	4,279	–	–	0.1%	87
2024 Q3	$259K	Hold	4,279	–	–	0.11%	91
2024 Q2	$255K	Buy	4,279 +11	+0.3%	+$639	0.11%	91
2024 Q1	$249K	Buy	+4,268	New	+$251K	0.11%	93

Other funds holding XT

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

BSSFA

Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Selective Wealth Management's XT Position: Q2 2026 in Review

Selective Wealth Management held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 4,279 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #103.

Selective Wealth Management first reported a position in XT in Q1 2024 and has held it in 10 quarters since. 118 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Selective Wealth Management held 4,279 shares of iShares Future Exponential Technologies ETF worth $343K as of Q2 2026.
Selective Wealth Management left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.09% of Selective Wealth Management's portfolio in Q2 2026, its #103 holding.
Selective Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2024 and has held it in 10 quarters since.
118 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.