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

US 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
2016
Q1 		– Sell
-376
Closed -$9K – 619
2015
Q4 		$9K Buy
+376
New +$9.31K 0.01% 331

Other funds holding XT

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Financial Advisors's XT Position: Q1 2016 in Review

US Financial Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2016, closing a stake of 376 shares — an estimated $9K sold.

US Financial Advisors first reported a position in XT in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 24 funds tracked by Wall St. Rank hold XT as of Q1 2016.

  • US Financial Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 376 iShares Future Exponential Technologies ETF shares in Q1 2016, an estimated $9K.
  • US Financial Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2015 and held it in 1 quarter.
  • US Financial Advisors's iShares Future Exponential Technologies ETF position peaked at $9K in Q4 2015.
  • 24 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.