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Ishares Tr Exponential Technologies Etf shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Ishares Tr Exponential Technologies Etf (XT) shares owned by Morris Financial Concepts from 13F filings

Historical chart of Morris Financial Concepts investment in Ishares Tr Exponential Technologies Etf

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All positions including Ishares Tr Exponential Technologies Etf held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Exponential Technologies Etf by Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $15k 256 59.62
2023-12-31 $15k 255 59.87
2023-09-30 $13k 255 52.21
2023-06-30 $14k 255 55.60
2023-03-31 $13k 255 52.70
2022-12-31 $12k 253 47.34
2022-09-30 $11k 253 43.48
2022-06-30 $12k 253 47.43
2022-03-31 $15k 249 60.24
2021-12-31 $16k 249 64.26

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Sml Cp Etf (SCZ)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Morris Financial Concepts

Top funds holding Ishares Tr Exponential Technologies Etf

Financial Engines Advisors L.L.C
LPL Financial
Bank of America Corporation
Ameriprise Financial
Commonwealth Equity Services
UBS Group
Alpha Financial Advisors
New England Private Wealth Advisors
Morgan Stanley
Wells Fargo & Company
Mirae Asset Global Investments
Wealthcare Advisory Partners
Mariner Wealth Advisors
Sweet Financial Partners
Dynamic Advisors Solutions

View all funds holding Ishares Tr Exponential Technologies Etf