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 Q3	$346K	Sell	4,150 -129	-3%	-$10.6K	0.08%	109
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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

CNWM

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Selective Wealth Management's XT Position: Q3 2026 in Review

Selective Wealth Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 3% in Q3 2026, selling an estimated $10.6K and leaving 4,150 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #109.

Selective Wealth Management first reported a position in XT in Q1 2024 and has held it in 11 quarters since. 41 funds tracked by Wall St. Rank hold XT as of Q3 2026.

Selective Wealth Management held 4,150 shares of iShares Future Exponential Technologies ETF worth $346K as of Q3 2026.
Selective Wealth Management sold 129 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $10.6K.
iShares Future Exponential Technologies ETF made up 0.08% of Selective Wealth Management's portfolio in Q3 2026, its #109 holding.
Selective Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2024 and has held it in 11 quarters since.
41 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.