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
Q2 		$3.23M Sell
42,382
-3,385
-7% -$224K 0.09% 262
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HP
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Moran Wealth Management reduced its iShares Future AI & Tech ETF (ARTY) stake by 7.4% in Q2 2026, selling an estimated $224K and leaving 42,382 shares worth $3.23M. The position accounts for 0.09% of the portfolio, ranked #262.

Moran Wealth Management first reported a position in ARTY in Q1 2025 and has held it in 6 quarters since. 399 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Moran Wealth Management held 42,382 shares of iShares Future AI & Tech ETF worth $3.23M as of Q2 2026.
  • Moran Wealth Management sold 3,385 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $224K.
  • iShares Future AI & Tech ETF made up 0.09% of Moran Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Moran Wealth Management first reported a position in iShares Future AI & Tech ETF in Q1 2025 and has held it in 6 quarters since.
  • 399 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.