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Signet Financial Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Signet Financial 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
2022
Q1 		– Sell
-3,386
Closed -$224K – 1370
2021
Q4 		$224K Buy
+3,386
New +$221K 0.03% 239

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Signet Financial Management's XT Position: Q1 2022 in Review

Signet Financial Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2022, closing a stake of 3,386 shares — an estimated $224K sold.

Signet Financial Management first reported a position in XT in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 239 funds tracked by Wall St. Rank hold XT as of Q1 2022.

  • Signet Financial Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 3,386 iShares Future Exponential Technologies ETF shares in Q1 2022, an estimated $224K.
  • Signet Financial Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and held it in 1 quarter.
  • Signet Financial Management's iShares Future Exponential Technologies ETF position peaked at $224K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.