SignatureFD’s iShares Future Exponential Technologies ETF XT Stock Holding History

SignatureFD’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
2023 Q4	–	Sell	-100	Closed	-$5.22K	–	3294
2023 Q3	$5.22K	Hold	100	–	–	﹤0.01%	2474
2023 Q2	$5.56K	Hold	100	–	–	﹤0.01%	2481
2023 Q1	$5.27K	Hold	100	–	–	﹤0.01%	2490
2022 Q4	$4.73K	Hold	100	–	–	﹤0.01%	2502
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	2579
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	2476
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	2445
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	2307
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	2313
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	2238
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	2097
2020 Q4	$6K	Hold	100	–	–	﹤0.01%	1919
2020 Q3	$5K	Buy	+100	New	+$4.78K	﹤0.01%	1929
2019 Q1	–	Sell	-11,500	Closed	-$382K	–	2072
2018 Q4	$382K	Sell	11,500 -403	-3%	-$14.3K	0.04%	204
2018 Q3	$461K	Hold	11,903	–	–	0.05%	213
2018 Q2	$431K	Buy	11,903 +7,403	+165%	+$272K	0.05%	205
2018 Q1	$164K	Buy	+4,500	New	+$167K	0.02%	383

Other funds holding XT

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

NEPWA

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

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

SignatureFD's XT Position: Q4 2023 in Review

SignatureFD sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2023, closing a stake of 100 shares — an estimated $5.22K sold.

SignatureFD first reported a position in XT in Q1 2018 and held it in 17 quarters. The position peaked at $461K in Q3 2018. 245 funds tracked by Wall St. Rank hold XT as of Q4 2023.

SignatureFD reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2023 after selling out during the quarter.
SignatureFD sold 100 iShares Future Exponential Technologies ETF shares in Q4 2023, an estimated $5.22K.
SignatureFD first reported a position in iShares Future Exponential Technologies ETF in Q1 2018 and held it in 17 quarters.
SignatureFD's iShares Future Exponential Technologies ETF position peaked at $461K in Q3 2018.
245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2023.

Based on SignatureFD's 13F filing for Q4 2023, filed 1 Feb 2024.