US Financial Advisors
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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

Edelman Financial Services
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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.