SFSG
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Stearns Financial Services Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Stearns Financial Services Group’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
2020
Q3 		$103K Buy
2,117
+1,748
+474% +$83.6K 0.02% 157
2020
Q2 		$16K Sell
369
-459
-55% -$18.8K ﹤0.01% 180
2020
Q1 		$29K Sell
828
-3,582
-81% -$146K 0.01% 165
2019
Q4 		$189K Buy
+4,410
New +$179K 0.03% 135
2018
Q4 		– Sell
-2,842
Closed -$110K – 191
2018
Q3 		$110K Buy
+2,842
New +$108K 0.02% 136

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return