CWA
BAI

Clearview Wealth Advisors’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Clearview Wealth Advisors’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.15M Buy
34,505
+20,318
+143% +$704K 0.73% 32
2025
Q3 		$485K Buy
14,187
+2,134
+18% +$67.3K 0.31% 63
2025
Q2 		$348K Buy
+12,053
New +$295K 0.24% 78

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Clearview Wealth Advisors's BAI Position: Q4 2025 in Review

Clearview Wealth Advisors increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 143% in Q4 2025, buying an estimated $704K and bringing the position to 34,505 shares worth $1.15M. The position accounts for 0.73% of the portfolio, ranked #32.

Clearview Wealth Advisors first reported a position in BAI in Q2 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold BAI as of Q4 2025.

  • Clearview Wealth Advisors held 34,505 shares of iShares A.I. Innovation and Tech Active ETF worth $1.15M as of Q4 2025.
  • Clearview Wealth Advisors bought 20,318 iShares A.I. Innovation and Tech Active ETF shares in Q4 2025, an estimated $704K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.73% of Clearview Wealth Advisors's portfolio in Q4 2025, its #32 holding.
  • Clearview Wealth Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.