Baystate Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Baystate Wealth Management’s Portfolio ARTY Stock Details ARTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$32.4K	Buy	938 +5	+0.5%	+$158	﹤0.01%	463
2023 Q3	$28.5K	Buy	933 +534	+134%	+$17.2K	﹤0.01%	425
2023 Q2	$13.2K	Sell	399 -6	-1%	-$184	﹤0.01%	523
2023 Q1	$12.7K	Hold	405	–	–	﹤0.01%	522
2022 Q4	$10K	Buy	405 +1	+0.2%	+$25	﹤0.01%	578
2022 Q3	$10K	Hold	404	–	–	﹤0.01%	550
2022 Q2	$11K	Buy	404 +2	+0.5%	+$58	﹤0.01%	543
2022 Q1	$14K	Buy	402 +52	+15%	+$1.86K	﹤0.01%	522
2021 Q4	$14K	Buy	350 +68	+24%	+$2.98K	﹤0.01%	519
2021 Q3	$12K	Hold	282	–	–	﹤0.01%	514
2021 Q2	$13K	Buy	+282	New	+$12.2K	﹤0.01%	486

Other funds holding ARTY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baystate Wealth Management's ARTY Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares Future AI & Tech ETF (ARTY) stake by 0.54% in Q4 2023, buying an estimated $158 and bringing the position to 938 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Baystate Wealth Management first reported a position in ARTY in Q2 2021 and has held it in 11 quarters since. 150 funds tracked by Wall St. Rank hold ARTY as of Q4 2023.

Baystate Wealth Management held 938 shares of iShares Future AI & Tech ETF worth $32.4K as of Q4 2023.
Baystate Wealth Management bought 5 iShares Future AI & Tech ETF shares in Q4 2023, an estimated $158.
iShares Future AI & Tech ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #463 holding.
Baystate Wealth Management first reported a position in iShares Future AI & Tech ETF in Q2 2021 and has held it in 11 quarters since.
150 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.