HHGA
ARTY

Halbert Hargrove Global Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Halbert Hargrove Global 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
Q1 		$94.9K Hold
2,040
– – ﹤0.01% 147
2025
Q4 		$98.3K Hold
2,040
– – ﹤0.01% 139
2025
Q3 		$93.4K Hold
2,040
– – ﹤0.01% 149
2025
Q2 		$83.6K Buy
+2,040
New +$71.3K ﹤0.01% 124

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

Halbert Hargrove Global Advisors's ARTY Position: Q1 2026 in Review

Halbert Hargrove Global Advisors held its iShares Future AI & Tech ETF (ARTY) position steady in Q1 2026 at 2,040 shares worth $94.9K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

Halbert Hargrove Global Advisors first reported a position in ARTY in Q2 2025 and has held it in 4 quarters since. The position peaked at $98.3K in Q4 2025. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Halbert Hargrove Global Advisors held 2,040 shares of iShares Future AI & Tech ETF worth $94.9K as of Q1 2026.
  • Halbert Hargrove Global Advisors left its iShares Future AI & Tech ETF share count unchanged in Q1 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #147 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares Future AI & Tech ETF in Q2 2025 and has held it in 4 quarters since.
  • Halbert Hargrove Global Advisors's iShares Future AI & Tech ETF position peaked at $98.3K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.