EWA
ARTY

EP Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

EP Wealth Advisors’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
Q2 		$256K Buy
+3,367
New +$223K ﹤0.01% 1376

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EP Wealth Advisors's ARTY Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 3,367 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1376 among its holdings.

395 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • EP Wealth Advisors held 3,367 shares of iShares Future AI & Tech ETF worth $256K as of Q2 2026.
  • iShares Future AI & Tech ETF was a new EP Wealth Advisors position in Q2 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1376 holding.
  • 395 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.