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

Tolleson Wealth 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
2026 Q1	–	Sell	-3,511	Closed	-$245K	–	94
2025 Q4	$245K	Hold	3,511	–	–	0.04%	88
2025 Q3	$253K	Hold	3,511	–	–	0.04%	84
2025 Q2	$229K	Hold	3,511	–	–	0.04%	83
2025 Q1	$202K	Hold	3,511	–	–	0.04%	85
2024 Q4	$209K	Hold	3,511	–	–	0.04%	102
2024 Q3	$214K	Hold	3,511	–	–	0.04%	81
2024 Q2	$207K	Hold	3,511	–	–	0.04%	79
2024 Q1	$209K	Hold	3,511	–	–	0.04%	81
2023 Q4	$210K	Buy	+3,511	New	+$189K	0.04%	78

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Tolleson Wealth Management's XT Position: Q1 2026 in Review

Tolleson Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2026, closing a stake of 3,511 shares — an estimated $245K sold.

Tolleson Wealth Management first reported a position in XT in Q4 2023 and held it in 9 quarters. The position peaked at $253K in Q3 2025. 268 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Tolleson Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2026 after selling out during the quarter.
Tolleson Wealth Management sold 3,511 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $245K.
Tolleson Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and held it in 9 quarters.
Tolleson Wealth Management's iShares Future Exponential Technologies ETF position peaked at $253K in Q3 2025.
268 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Tolleson Wealth Management's 13F filing for Q1 2026, filed 28 Jul 2026.