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

Evermay 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
2026 Q2	$15.2K	Hold	200	–	–	﹤0.01%	464
2026 Q1	$9.31K	Hold	200	–	–	﹤0.01%	468
2025 Q4	$9.64K	Hold	200	–	–	﹤0.01%	452
2025 Q3	$9.16K	Hold	200	–	–	﹤0.01%	451
2025 Q2	$8.2K	Hold	200	–	–	﹤0.01%	458
2025 Q1	$6.29K	Sell	200 -350	-64%	-$13K	﹤0.01%	474
2024 Q4	$20.4K	Sell	550 -150	-21%	-$5.45K	﹤0.01%	381
2024 Q3	$24K	Hold	700	–	–	﹤0.01%	386
2024 Q2	$23.2K	Hold	700	–	–	﹤0.01%	398
2024 Q1	$24K	Hold	700	–	–	﹤0.01%	405
2023 Q4	$24.1K	Hold	700	–	–	﹤0.01%	382
2023 Q3	$21.4K	Hold	700	–	–	﹤0.01%	373
2023 Q2	$23.1K	Hold	700	–	–	﹤0.01%	368
2023 Q1	$22K	Hold	700	–	–	﹤0.01%	361
2022 Q4	$17.9K	Hold	700	–	–	﹤0.01%	374
2022 Q3	$17K	Hold	700	–	–	﹤0.01%	358
2022 Q2	$19K	Hold	700	–	–	﹤0.01%	346
2022 Q1	$24K	Hold	700	–	–	﹤0.01%	355
2021 Q4	$29K	Hold	700	–	–	0.01%	330
2021 Q3	$30K	Hold	700	–	–	0.01%	312
2021 Q2	$31K	Buy	+700	New	+$30.2K	0.01%	327

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Evermay Wealth Management's ARTY Position: Q2 2026 in Review

Evermay Wealth Management held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 200 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Evermay Wealth Management first reported a position in ARTY in Q2 2021 and has held it in 21 quarters since. The position peaked at $31K in Q2 2021. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Evermay Wealth Management held 200 shares of iShares Future AI & Tech ETF worth $15.2K as of Q2 2026.
Evermay Wealth Management left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
iShares Future AI & Tech ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #464 holding.
Evermay Wealth Management first reported a position in iShares Future AI & Tech ETF in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's iShares Future AI & Tech ETF position peaked at $31K in Q2 2021.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.