Vontobel Holding’s iShares Future Exponential Technologies ETF XT Stock Holding History

Vontobel Holding’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
2021 Q4	–	Sell	-3,000	Closed	-$188K	–	1225
2021 Q3	$188K	Sell	3,000 -693	-19%	-$44.7K	﹤0.01%	1043
2021 Q2	$234K	Hold	3,693	–	–	﹤0.01%	998
2021 Q1	$219K	Buy	3,693 +1,993	+117%	+$119K	﹤0.01%	894
2020 Q4	$97K	Buy	+1,700	New	+$89.7K	﹤0.01%	932

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Vontobel Holding's XT Position: Q4 2021 in Review

Vontobel Holding sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2021, closing a stake of 3,000 shares — an estimated $188K sold.

Vontobel Holding first reported a position in XT in Q4 2020 and held it in 4 quarters. The position peaked at $234K in Q2 2021. 250 funds tracked by Wall St. Rank hold XT as of Q4 2021.

Vontobel Holding reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2021 after selling out during the quarter.
Vontobel Holding sold 3,000 iShares Future Exponential Technologies ETF shares in Q4 2021, an estimated $188K.
Vontobel Holding first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and held it in 4 quarters.
Vontobel Holding's iShares Future Exponential Technologies ETF position peaked at $234K in Q2 2021.
250 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2021.

Based on Vontobel Holding's 13F filing for Q4 2021, filed 10 Feb 2022.