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Steward Financial Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Steward Financial 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
2023
Q3 		$0 Buy
+1
New +$55 ﹤0.01% 1592

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Steward Financial Group's XT Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares Future Exponential Technologies ETF (XT) in Q3 2023: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1592 among its holdings.

226 funds tracked by Wall St. Rank hold XT as of Q3 2023.

  • Steward Financial Group held 1 share of iShares Future Exponential Technologies ETF worth $0 as of Q3 2023.
  • iShares Future Exponential Technologies ETF was a new Steward Financial Group position in Q3 2023.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1592 holding.
  • 226 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.