Moss Adams Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Moss Adams Wealth 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
2023 Q4	–	Sell	-40	Closed	-$1.22K	–	181
2023 Q3	$1.22K	Hold	40	–	–	﹤0.01%	161
2023 Q2	$1.32K	Hold	40	–	–	﹤0.01%	137
2023 Q1	$1.26K	Hold	40	–	–	﹤0.01%	164
2022 Q4	$1.02K	Buy	+40	New	+$1.01K	﹤0.01%	171

Other funds holding ARTY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moss Adams Wealth Advisors's ARTY Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2023, closing a stake of 40 shares — an estimated $1.22K sold.

Moss Adams Wealth Advisors first reported a position in ARTY in Q4 2022 and held it in 4 quarters. The position peaked at $1.32K in Q2 2023. 150 funds tracked by Wall St. Rank hold ARTY as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining iShares Future AI & Tech ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 40 iShares Future AI & Tech ETF shares in Q4 2023, an estimated $1.22K.
Moss Adams Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2022 and held it in 4 quarters.
Moss Adams Wealth Advisors's iShares Future AI & Tech ETF position peaked at $1.32K in Q2 2023.
150 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.