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	–	190
2018 Q3	$110K	Buy	+2,842	New	+$108K	0.02%	136

Other funds holding XT

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

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

RPGK

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

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

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

Jane Street New York $1.21T AUM 78.12% 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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stearns Financial Services Group's XT Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares Future Exponential Technologies ETF (XT) stake by 474% in Q3 2020, buying an estimated $83.6K and bringing the position to 2,117 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #157.

Stearns Financial Services Group first reported a position in XT in Q3 2018 and has held it in 5 quarters since. The position peaked at $189K in Q4 2019. 156 funds tracked by Wall St. Rank hold XT as of Q3 2020.

Stearns Financial Services Group held 2,117 shares of iShares Future Exponential Technologies ETF worth $103K as of Q3 2020.
Stearns Financial Services Group bought 1,748 iShares Future Exponential Technologies ETF shares in Q3 2020, an estimated $83.6K.
iShares Future Exponential Technologies ETF made up 0.02% of Stearns Financial Services Group's portfolio in Q3 2020, its #157 holding.
Stearns Financial Services Group first reported a position in iShares Future Exponential Technologies ETF in Q3 2018 and has held it in 5 quarters since.
Stearns Financial Services Group's iShares Future Exponential Technologies ETF position peaked at $189K in Q4 2019.
156 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.