Symmetry Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

Symmetry Partners’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	$298K	Sell	3,610 -16	-0.4%	-$1.25K	0.02%	179
2026 Q1	$247K	Sell	3,626 -1,663	-31%	-$118K	0.01%	167
2025 Q4	$369K	Sell	5,289 -51	-1%	-$3.74K	0.02%	120
2025 Q3	$384K	Sell	5,340 -51	-0.9%	-$3.45K	0.04%	104
2025 Q2	$352K	Sell	5,391 -187	-3%	-$11.2K	0.04%	102
2025 Q1	$321K	Sell	5,578 -51	-0.9%	-$3.12K	0.04%	101
2024 Q4	$336K	Sell	5,629 -51	-0.9%	-$3.1K	0.05%	92
2024 Q3	$346K	Buy	+5,680	New	+$333K	0.08%	67

Other funds holding XT

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

WAP

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Symmetry Partners's XT Position: Q2 2026 in Review

Symmetry Partners reduced its iShares Future Exponential Technologies ETF (XT) stake by 0.44% in Q2 2026, selling an estimated $1.25K and leaving 3,610 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #179.

Symmetry Partners first reported a position in XT in Q3 2024 and has held it in 8 quarters since. The position peaked at $384K in Q3 2025. 130 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Symmetry Partners held 3,610 shares of iShares Future Exponential Technologies ETF worth $298K as of Q2 2026.
Symmetry Partners sold 16 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $1.25K.
iShares Future Exponential Technologies ETF made up 0.02% of Symmetry Partners's portfolio in Q2 2026, its #179 holding.
Symmetry Partners first reported a position in iShares Future Exponential Technologies ETF in Q3 2024 and has held it in 8 quarters since.
Symmetry Partners's iShares Future Exponential Technologies ETF position peaked at $384K in Q3 2025.
130 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.