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Stone House Investment Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Stone House Investment Management’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
2019
Q2 		– Sell
-563
Closed -$21K – 207
2019
Q1 		$21K Buy
+563
New +$20.5K 0.01% 135

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

Stone House Investment Management's XT Position: Q2 2019 in Review

Stone House Investment Management sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2019, closing a stake of 563 shares — an estimated $21K sold.

Stone House Investment Management first reported a position in XT in Q1 2019 and held it in 1 quarter. The position peaked at $21K in Q1 2019. 103 funds tracked by Wall St. Rank hold XT as of Q2 2019.

  • Stone House Investment Management reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 563 iShares Future Exponential Technologies ETF shares in Q2 2019, an estimated $21K.
  • Stone House Investment Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2019 and held it in 1 quarter.
  • Stone House Investment Management's iShares Future Exponential Technologies ETF position peaked at $21K in Q1 2019.
  • 103 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.