MWM
ARTY

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

Moran 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
Q1 		$2.13M Buy
45,767
+8,441
+23% +$424K 0.07% 299
2025
Q4 		$1.8M Buy
37,326
+10,274
+38% +$495K 0.06% 301
2025
Q3 		$1.24M Buy
27,052
+11,545
+74% +$496K 0.04% 322
2025
Q2 		$636K Buy
15,507
+7,369
+91% +$258K 0.02% 370
2025
Q1 		$256K Buy
+8,138
New +$302K 0.01% 413

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

Moran Wealth Management's ARTY Position: Q1 2026 in Review

Moran Wealth Management increased its iShares Future AI & Tech ETF (ARTY) stake by 23% in Q1 2026, buying an estimated $424K and bringing the position to 45,767 shares worth $2.13M. The position accounts for 0.07% of the portfolio, ranked #299.

Moran Wealth Management first reported a position in ARTY in Q1 2025 and has held it in 5 quarters since. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Moran Wealth Management held 45,767 shares of iShares Future AI & Tech ETF worth $2.13M as of Q1 2026.
  • Moran Wealth Management bought 8,441 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $424K.
  • iShares Future AI & Tech ETF made up 0.07% of Moran Wealth Management's portfolio in Q1 2026, its #299 holding.
  • Moran Wealth Management first reported a position in iShares Future AI & Tech ETF in Q1 2025 and has held it in 5 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.