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

Wealth Quarterback’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 Q3	$26K	Sell	413 -185	-31%	-$11.9K	0.02%	325
2021 Q2	$38K	Buy	+598	New	+$36.8K	0.02%	267
2020 Q1	–	Sell	-984	Closed	-$42.1K	–	1147
2019 Q4	$42.1K	Buy	+984	New	+$40K	0.04%	260

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

HSA

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

BCI

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Wealth Quarterback's XT Position: Q3 2021 in Review

Wealth Quarterback reduced its iShares Future Exponential Technologies ETF (XT) stake by 31% in Q3 2021, selling an estimated $11.9K and leaving 413 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #325.

Wealth Quarterback first reported a position in XT in Q4 2019 and has held it in 3 quarters since. The position peaked at $42.1K in Q4 2019. 225 funds tracked by Wall St. Rank hold XT as of Q3 2021.

Wealth Quarterback held 413 shares of iShares Future Exponential Technologies ETF worth $26K as of Q3 2021.
Wealth Quarterback sold 185 iShares Future Exponential Technologies ETF shares in Q3 2021, an estimated $11.9K.
iShares Future Exponential Technologies ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #325 holding.
Wealth Quarterback first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and has held it in 3 quarters since.
Wealth Quarterback's iShares Future Exponential Technologies ETF position peaked at $42.1K in Q4 2019.
225 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.