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Stewardship Financial Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Stewardship Financial Advisors’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
2021
Q1 		$238K Hold
4,023
– – 0.08% 54
2020
Q4 		$230K Buy
4,023
+712
+22% +$37.6K 0.08% 57
2020
Q3 		$161K Buy
3,311
+3,303
+41,288% +$158K 0.07% 56
2020
Q2 		$0 Buy
+8
New +$328 ﹤0.01% 82

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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 $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stewardship Financial Advisors's XT Position: Q1 2021 in Review

Stewardship Financial Advisors held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2021 at 4,023 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #54.

Stewardship Financial Advisors first reported a position in XT in Q2 2020 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold XT as of Q1 2021.

  • Stewardship Financial Advisors held 4,023 shares of iShares Future Exponential Technologies ETF worth $238K as of Q1 2021.
  • Stewardship Financial Advisors left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2021.
  • iShares Future Exponential Technologies ETF made up 0.08% of Stewardship Financial Advisors's portfolio in Q1 2021, its #54 holding.
  • Stewardship Financial Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2020 and has held it in 4 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.