Wolf Group Capital Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Wolf Group Capital 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
2023 Q2	–	Sell	-4,380	Closed	-$231K	–	111
2023 Q1	$231K	Sell	4,380 -1,100	-20%	-$56.5K	0.11%	102
2022 Q4	$259K	Buy	5,480 +750	+16%	+$35.9K	0.12%	106
2022 Q3	$211K	Sell	4,730 -750	-14%	-$37.4K	0.12%	104
2022 Q2	$263K	Hold	5,480	–	–	0.14%	96
2022 Q1	$324K	Sell	5,480 -12,510	-70%	-$735K	0.17%	86
2021 Q4	$1.19M	Buy	+17,990	New	+$1.17M	0.19%	84

Other funds holding XT

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

BCI

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Wolf Group Capital Advisors's XT Position: Q2 2023 in Review

Wolf Group Capital Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2023, closing a stake of 4,380 shares — an estimated $231K sold.

Wolf Group Capital Advisors first reported a position in XT in Q4 2021 and held it in 6 quarters. The position peaked at $1.19M in Q4 2021. 220 funds tracked by Wall St. Rank hold XT as of Q2 2023.

Wolf Group Capital Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2023 after selling out during the quarter.
Wolf Group Capital Advisors sold 4,380 iShares Future Exponential Technologies ETF shares in Q2 2023, an estimated $231K.
Wolf Group Capital Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and held it in 6 quarters.
Wolf Group Capital Advisors's iShares Future Exponential Technologies ETF position peaked at $1.19M in Q4 2021.
220 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2023.

Based on Wolf Group Capital Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.