MFG
BAI

Merit Financial Group’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Merit Financial Group’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$82.9M Buy
2,517,315
+350,042
+16% +$12M 0.62% 35
2025
Q4 		$72.2M Buy
2,167,273
+507,577
+31% +$17.6M 0.58% 39
2025
Q3 		$56.7M Buy
1,659,696
+1,001,129
+152% +$31.6M 0.52% 44
2025
Q2 		$19M Buy
+658,567
New +$16.1M 0.21% 81

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DWM
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Ameriprise
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Morgan Stanley
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OCA
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SWP
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Bank of America
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PAS
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