Envestnet Asset Management
ARTY

Envestnet Asset Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Envestnet Asset 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
2026
Q1 		$5.09M Buy
109,366
+64,177
+142% +$3.22M ﹤0.01% 2303
2025
Q4 		$2.18M Sell
45,189
-129
-0.3% -$6.22K ﹤0.01% 2761
2025
Q3 		$2.07M Buy
45,318
+5,259
+13% +$226K ﹤0.01% 2852
2025
Q2 		$1.64M Sell
40,059
-78,516
-66% -$2.75M ﹤0.01% 2963
2025
Q1 		$3.73M Buy
118,575
+70,652
+147% +$2.62M ﹤0.01% 2330
2024
Q4 		$1.78M Buy
47,923
+3,034
+7% +$110K ﹤0.01% 2773
2024
Q3 		$1.54M Buy
44,889
+5,033
+13% +$167K ﹤0.01% 2847
2024
Q2 		$1.32M Sell
39,856
-4,598
-10% -$153K ﹤0.01% 2844
2024
Q1 		$1.53M Buy
44,454
+16,079
+57% +$541K ﹤0.01% 2749
2023
Q4 		$979K Buy
28,375
+8,620
+44% +$273K ﹤0.01% 2950
2023
Q3 		$603K Buy
19,755
+6,758
+52% +$218K ﹤0.01% 3144
2023
Q2 		$429K Buy
+12,997
New +$399K ﹤0.01% 3292

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management's ARTY Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares Future AI & Tech ETF (ARTY) stake by 142% in Q1 2026, buying an estimated $3.22M and bringing the position to 109,366 shares worth $5.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Envestnet Asset Management first reported a position in ARTY in Q2 2023 and has held it in 12 quarters since. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Envestnet Asset Management held 109,366 shares of iShares Future AI & Tech ETF worth $5.09M as of Q1 2026.
  • Envestnet Asset Management bought 64,177 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $3.22M.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2303 holding.
  • Envestnet Asset Management first reported a position in iShares Future AI & Tech ETF in Q2 2023 and has held it in 12 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.