CFS Investment Advisory Services LLC Cuts Stock Holdings in iShares Exponential Technologies ETF (NASDAQ:XT)

CFS Investment Advisory Services LLC lowered its position in iShares Exponential Technologies ETF (NASDAQ:XT) by 1.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 121,971 shares of the company’s stock after selling 1,444 shares during the period. CFS Investment Advisory Services LLC’s holdings in iShares Exponential Technologies ETF were worth $7,426,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the business. O Shaughnessy Asset Management LLC increased its holdings in shares of iShares Exponential Technologies ETF by 24.9% in the 1st quarter. O Shaughnessy Asset Management LLC now owns 5,511 shares of the company’s stock valued at $329,000 after purchasing an additional 1,098 shares in the last quarter. SVB Wealth LLC increased its holdings in iShares Exponential Technologies ETF by 78.7% in the first quarter. SVB Wealth LLC now owns 37,595 shares of the company’s stock valued at $2,241,000 after buying an additional 16,556 shares in the last quarter. Sweeney & Michel LLC acquired a new stake in shares of iShares Exponential Technologies ETF during the 1st quarter valued at approximately $2,139,000. Cetera Advisors LLC lifted its position in shares of iShares Exponential Technologies ETF by 7.6% during the 1st quarter. Cetera Advisors LLC now owns 3,856 shares of the company’s stock valued at $230,000 after acquiring an additional 273 shares during the period. Finally, Abich Financial Wealth Management LLC boosted its stake in shares of iShares Exponential Technologies ETF by 1,943.7% during the 1st quarter. Abich Financial Wealth Management LLC now owns 7,480 shares of the company’s stock worth $446,000 after acquiring an additional 7,114 shares in the last quarter.

iShares Exponential Technologies ETF Stock Performance

Shares of XT stock opened at $60.40 on Friday. The stock has a fifty day moving average price of $60.19 and a 200 day moving average price of $59.18. The stock has a market cap of $3.47 billion, a PE ratio of 23.27 and a beta of 1.02. iShares Exponential Technologies ETF has a 1 year low of $53.00 and a 1 year high of $61.87.

iShares Exponential Technologies ETF Company Profile

The iShares Exponential Technologies ETF (XT) is an exchange-traded fund that mostly invests in information technology equity. The fund tracks an equal-weighted index that provides exposure to firms from developed and emerging markets, which create or use exponential technologies as defined by Morningstar.