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

Stifel Financial’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
2026 Q2	$462K	Sell	5,584 -169	-3%	-$13.2K	﹤0.01%	3014
2026 Q1	$392K	Sell	5,753 -3,120	-35%	-$222K	﹤0.01%	3010
2025 Q4	$618K	Buy	8,873 +1,003	+13%	+$73.5K	﹤0.01%	2739
2025 Q3	$566K	Buy	7,870 +3,795	+93%	+$257K	﹤0.01%	2734
2025 Q2	$266K	Sell	4,075 -335	-8%	-$20K	﹤0.01%	3115
2025 Q1	$254K	Sell	4,410 -353	-7%	-$21.6K	﹤0.01%	3068
2024 Q4	$284K	Sell	4,763 -334	-7%	-$20.3K	﹤0.01%	2986
2024 Q3	$310K	Buy	5,097 +682	+15%	+$40K	﹤0.01%	2944
2024 Q2	$260K	Sell	4,415 -31	-0.7%	-$1.8K	﹤0.01%	2985
2024 Q1	$265K	Buy	4,446 +123	+3%	+$7.22K	﹤0.01%	2974
2023 Q4	$259K	Buy	4,323 +65	+2%	+$3.5K	﹤0.01%	2923
2023 Q3	$222K	Buy	+4,258	New	+$234K	﹤0.01%	2936
2022 Q1	–	Sell	-3,132	Closed	-$207K	–	3512
2021 Q4	$207K	Buy	+3,132	New	+$204K	﹤0.01%	3130
2021 Q1	–	Sell	-3,853	Closed	-$221K	–	3299
2020 Q4	$221K	Buy	+3,853	New	+$203K	﹤0.01%	2772
2020 Q1	–	Sell	-5,897	Closed	-$249K	–	3110
2019 Q4	$249K	Sell	5,897 -2,940	-33%	-$120K	﹤0.01%	2641
2019 Q3	$340K	Sell	8,837 -8,788	-50%	-$338K	﹤0.01%	2378
2019 Q2	$681K	Sell	17,625 -2,467	-12%	-$93.8K	﹤0.01%	2033
2019 Q1	$763K	Sell	20,092 -5,815	-22%	-$212K	﹤0.01%	1821
2018 Q4	$860K	Sell	25,907 -28,243	-52%	-$1M	﹤0.01%	1633
2018 Q3	$2.1M	Sell	54,150 -3,379	-6%	-$128K	0.01%	1239
2018 Q2	$2.08M	Sell	57,529 -5,652	-9%	-$207K	0.01%	1188
2018 Q1	$2.3M	Buy	+63,181	New	+$2.34M	0.01%	1088

Other funds holding XT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial's XT Position: Q2 2026 in Review

Stifel Financial reduced its iShares Future Exponential Technologies ETF (XT) stake by 2.9% in Q2 2026, selling an estimated $13.2K and leaving 5,584 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #3014.

Stifel Financial first reported a position in XT in Q1 2018 and has held it in 22 quarters since. The position peaked at $2.3M in Q1 2018. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Stifel Financial held 5,584 shares of iShares Future Exponential Technologies ETF worth $462K as of Q2 2026.
Stifel Financial sold 169 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $13.2K.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3014 holding.
Stifel Financial first reported a position in iShares Future Exponential Technologies ETF in Q1 2018 and has held it in 22 quarters since.
Stifel Financial's iShares Future Exponential Technologies ETF position peaked at $2.3M in Q1 2018.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.