ShoreHaven Wealth Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

ShoreHaven Wealth Partners’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
2021 Q2	–	Sell	-284	Closed	-$17K	–	262
2021 Q1	$17K	Hold	284	–	–	0.01%	179
2020 Q4	$16K	Buy	+284	New	+$15K	0.01%	159

Other funds holding XT

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

ShoreHaven Wealth Partners's XT Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2021, closing a stake of 284 shares — an estimated $17K sold.

ShoreHaven Wealth Partners first reported a position in XT in Q4 2020 and held it in 2 quarters. The position peaked at $17K in Q1 2021. 210 funds tracked by Wall St. Rank hold XT as of Q2 2021.

ShoreHaven Wealth Partners reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2021 after selling out during the quarter.
ShoreHaven Wealth Partners sold 284 iShares Future Exponential Technologies ETF shares in Q2 2021, an estimated $17K.
ShoreHaven Wealth Partners first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and held it in 2 quarters.
ShoreHaven Wealth Partners's iShares Future Exponential Technologies ETF position peaked at $17K in Q1 2021.
210 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.