SVB Wealth
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SVB Wealth’s iShares Future Exponential Technologies ETF XT Stock Holding History

SVB Wealth’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
Q2 		– Sell
-2,600
Closed -$150K – 1655
2025
Q1 		$150K Sell
2,600
-28,010
-92% -$1.71M 0.01% 347
2024
Q4 		$1.83M Buy
+30,610
New +$1.86M 0.03% 237
2024
Q3 		– Sell
-33,810
Closed -$1.99M – 645
2024
Q2 		$1.99M Sell
33,810
-3,785
-10% -$220K 0.05% 233
2024
Q1 		$2.24M Buy
37,595
+16,556
+79% +$972K 0.05% 234
2023
Q4 		$1.26M Sell
21,039
-32,944
-61% -$1.78M 0.03% 302
2023
Q3 		$2.82M Sell
53,983
-885
-2% -$48.7K 0.06% 189
2023
Q2 		$3.05M Sell
54,868
-13,016
-19% -$686K 0.06% 196
2023
Q1 		$3.58M Sell
67,884
-1,052
-2% -$54.1K 0.05% 200
2022
Q4 		$3.26M Buy
68,936
+25,341
+58% +$1.21M 0.04% 213
2022
Q3 		$1.94M Buy
43,595
+5,496
+14% +$274K 0.03% 260
2022
Q2 		$1.83M Sell
38,099
-11,189
-23% -$581K 0.03% 230
2022
Q1 		$2.91M Sell
49,288
-2,420
-5% -$142K 0.04% 190
2021
Q4 		$3.42M Sell
51,708
-331,057
-86% -$21.6M 0.06% 172
2021
Q3 		$24M Buy
382,765
+13,987
+4% +$901K 0.31% 61
2021
Q2 		$23.3M Buy
368,778
+26,176
+8% +$1.61M 0.3% 65
2021
Q1 		$20.3M Buy
342,602
+23,257
+7% +$1.38M 0.28% 68
2020
Q4 		$18.3M Sell
319,345
-27,908
-8% -$1.47M 0.27% 70
2020
Q3 		$16.9M Buy
347,253
+42,135
+14% +$2.01M 0.28% 66
2020
Q2 		$13.6M Buy
305,118
+159,205
+109% +$6.53M 0.25% 73
2020
Q1 		$5.2M Buy
+145,913
New +$5.96M 0.13% 108

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.8B AUM 57.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

SVB Wealth's XT Position: Q2 2025 in Review

SVB Wealth sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2025, closing a stake of 2,600 shares — an estimated $150K sold.

SVB Wealth first reported a position in XT in Q1 2020 and held it in 20 quarters. The position peaked at $24M in Q3 2021. 263 funds tracked by Wall St. Rank hold XT as of Q2 2025.

  • SVB Wealth reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,600 iShares Future Exponential Technologies ETF shares in Q2 2025, an estimated $150K.
  • SVB Wealth first reported a position in iShares Future Exponential Technologies ETF in Q1 2020 and held it in 20 quarters.
  • SVB Wealth's iShares Future Exponential Technologies ETF position peaked at $24M in Q3 2021.
  • 263 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.