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

VestGen 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	$238K	Sell	2,875 -3	-0.1%	-$234	0.01%	956
2026 Q1	$227K	Sell	2,878 -193	-6%	-$13.7K	0.01%	956
2025 Q4	$214K	Sell	3,071 -1,749	-36%	-$128K	0.01%	709
2025 Q3	$347K	Sell	4,820 -45	-0.9%	-$3.05K	0.01%	569
2025 Q2	$321K	Sell	4,865 -462	-9%	-$27.6K	0.01%	491
2025 Q1	$307K	Buy	+5,327	New	+$326K	0.01%	460

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VestGen Advisors's XT Position: Q2 2026 in Review

VestGen Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 0.1% in Q2 2026, selling an estimated $234 and leaving 2,875 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #956.

VestGen Advisors first reported a position in XT in Q1 2025 and has held it in 6 quarters since. The position peaked at $347K in Q3 2025. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

VestGen Advisors held 2,875 shares of iShares Future Exponential Technologies ETF worth $238K as of Q2 2026.
VestGen Advisors sold 3 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $234.
iShares Future Exponential Technologies ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #956 holding.
VestGen Advisors first reported a position in iShares Future Exponential Technologies ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's iShares Future Exponential Technologies ETF position peaked at $347K in Q3 2025.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.