VERITY Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

VERITY Wealth 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
2026 Q2	$478K	Hold	5,786	–	–	0.29%	51
2026 Q1	$394K	Hold	5,786	–	–	0.26%	57
2025 Q4	$404K	Buy	5,786 +1,485	+35%	+$109K	0.25%	62
2025 Q3	$309K	Sell	4,301 -7,479	-63%	-$506K	0.2%	65
2025 Q2	$769K	Hold	11,780	–	–	0.52%	39
2025 Q1	$678K	Hold	11,780	–	–	0.5%	38
2024 Q4	$703K	Hold	11,780	–	–	0.51%	36
2024 Q3	$717K	Hold	11,780	–	–	0.5%	38
2024 Q2	$693K	Hold	11,780	–	–	0.52%	38
2024 Q1	$702K	Buy	11,780 +6,512	+124%	+$382K	0.54%	38
2023 Q4	$315K	Sell	5,268 -237	-4%	-$12.8K	0.27%	58
2023 Q3	$287K	Hold	5,505	–	–	0.27%	58
2023 Q2	$306K	Hold	5,505	–	–	0.27%	59
2023 Q1	$290K	Hold	5,505	–	–	0.27%	61
2022 Q4	$261K	Buy	5,505 +992	+22%	+$47.5K	0.26%	60
2022 Q3	$201K	Hold	4,513	–	–	0.21%	67
2022 Q2	$216K	Buy	+4,513	New	+$234K	0.21%	65

Other funds holding XT

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VERITY Wealth Advisors's XT Position: Q2 2026 in Review

VERITY Wealth Advisors held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 5,786 shares worth $478K. The position accounts for 0.29% of the portfolio, ranked #51.

VERITY Wealth Advisors first reported a position in XT in Q2 2022 and has held it in 17 quarters since. The position peaked at $769K in Q2 2025. 58 funds tracked by Wall St. Rank hold XT as of Q2 2026.

VERITY Wealth Advisors held 5,786 shares of iShares Future Exponential Technologies ETF worth $478K as of Q2 2026.
VERITY Wealth Advisors left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.29% of VERITY Wealth Advisors's portfolio in Q2 2026, its #51 holding.
VERITY Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2022 and has held it in 17 quarters since.
VERITY Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $769K in Q2 2025.
58 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.