Stephens Consulting’s iShares Future Exponential Technologies ETF XT Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-259	Closed	-$16.9K	–	1196
2025 Q2	$16.9K	Hold	259	–	–	﹤0.01%	273
2025 Q1	$14.9K	Hold	259	–	–	﹤0.01%	289
2024 Q4	$15.5K	Hold	259	–	–	﹤0.01%	305
2024 Q3	$15.8K	Hold	259	–	–	﹤0.01%	291
2024 Q2	$15.2K	Hold	259	–	–	﹤0.01%	295
2024 Q1	$15.4K	Hold	259	–	–	﹤0.01%	274
2023 Q4	$15.5K	Hold	259	–	–	0.01%	277
2023 Q3	$13.5K	Hold	259	–	–	0.01%	283
2023 Q2	$14.4K	Hold	259	–	–	0.01%	275
2023 Q1	$13.7K	Hold	259	–	–	0.01%	281
2022 Q4	$12.3K	Hold	259	–	–	0.01%	277
2022 Q3	$11.5K	Hold	259	–	–	0.01%	315
2022 Q2	$12.4K	Hold	259	–	–	0.01%	297
2022 Q1	$15.3K	Hold	259	–	–	0.01%	301
2021 Q4	$17.1K	Buy	+259	New	+$16.9K	0.01%	321

Other funds holding XT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stephens Consulting's XT Position: Q3 2025 in Review

Stephens Consulting sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2025, closing a stake of 259 shares — an estimated $16.9K sold.

Stephens Consulting first reported a position in XT in Q4 2021 and held it in 15 quarters. The position peaked at $17.1K in Q4 2021. 269 funds tracked by Wall St. Rank hold XT as of Q3 2025.

Stephens Consulting reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 259 iShares Future Exponential Technologies ETF shares in Q3 2025, an estimated $16.9K.
Stephens Consulting first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and held it in 15 quarters.
Stephens Consulting's iShares Future Exponential Technologies ETF position peaked at $17.1K in Q4 2021.
269 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.