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

Tobias 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 Q4	–	Sell	-6,550	Closed	-$411K	–	125
2021 Q3	$411K	Sell	6,550 -2,275	-26%	-$147K	0.15%	52
2021 Q2	$558K	Sell	8,825 -170,342	-95%	-$10.5M	0.22%	51
2021 Q1	$10.6M	Sell	179,167 -13,986	-7%	-$832K	4.5%	7
2020 Q4	$11.1M	Buy	193,153 +573	+0.3%	+$30.2K	5.06%	5
2020 Q3	$9.36M	Sell	192,580 -7,357	-4%	-$352K	5.13%	4
2020 Q2	$8.9M	Buy	199,937 +1,085	+0.5%	+$44.5K	5.23%	4
2020 Q1	$7.08M	Buy	198,852 +8,886	+5%	+$363K	5.12%	4
2019 Q4	$8.12M	Buy	+189,966	New	+$7.73M	5.2%	4

Other funds holding XT

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Tobias Financial Advisors's XT Position: Q4 2021 in Review

Tobias Financial Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2021, closing a stake of 6,550 shares — an estimated $411K sold.

Tobias Financial Advisors first reported a position in XT in Q4 2019 and held it in 8 quarters. The position peaked at $11.1M in Q4 2020. 250 funds tracked by Wall St. Rank hold XT as of Q4 2021.

Tobias Financial Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2021 after selling out during the quarter.
Tobias Financial Advisors sold 6,550 iShares Future Exponential Technologies ETF shares in Q4 2021, an estimated $411K.
Tobias Financial Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and held it in 8 quarters.
Tobias Financial Advisors's iShares Future Exponential Technologies ETF position peaked at $11.1M in Q4 2020.
250 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2021.

Based on Tobias Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.