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

Winnow Wealth’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
2025
Q3 		– Sell
-15
Closed -$979 – 660
2025
Q2 		$979 Buy
+15
New +$895 ﹤0.01% 161

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Winnow Wealth's XT Position: Q3 2025 in Review

Winnow Wealth sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2025, closing a stake of 15 shares — an estimated $979 sold.

Winnow Wealth first reported a position in XT in Q2 2025 and held it in 1 quarter. The position peaked at $979 in Q2 2025. 269 funds tracked by Wall St. Rank hold XT as of Q3 2025.

  • Winnow Wealth reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2025 after selling out during the quarter.
  • Winnow Wealth sold 15 iShares Future Exponential Technologies ETF shares in Q3 2025, an estimated $979.
  • Winnow Wealth first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and held it in 1 quarter.
  • Winnow Wealth's iShares Future Exponential Technologies ETF position peaked at $979 in Q2 2025.
  • 269 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2025.

Based on Winnow Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.