MCM
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MAI Capital Management’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

MAI Capital Management’s Portfolio IZRL Stock Details IZRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.4K Buy
460
+205
+80% +$6K ﹤0.01% 3048
2025
Q4 		$7.62K Hold
255
– – ﹤0.01% 2955
2025
Q3 		$7.43K Hold
255
– – ﹤0.01% 2858
2025
Q2 		$6.93K Hold
255
– – ﹤0.01% 2909
2025
Q1 		$5.47K Hold
255
– – ﹤0.01% 2699
2024
Q4 		$5.71K Buy
+255
New +$5.35K ﹤0.01% 2723

Other funds holding IZRL

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Ackerman Asset Management Rockville, Maryland $143M AUM 16.36% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return