My Legacy Advisors’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

My Legacy Advisors’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
2025 Q2	$622K	Buy	+21,439	New	+$525K	0.22%	124

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

My Legacy Advisors's BAI Position: Q2 2025 in Review

My Legacy Advisors opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2025: 21,439 shares worth $622K. The stake represents 0.22% of the portfolio and ranks #124 among its holdings.

277 funds tracked by Wall St. Rank hold BAI as of Q2 2025.

My Legacy Advisors held 21,439 shares of iShares A.I. Innovation and Tech Active ETF worth $622K as of Q2 2025.
iShares A.I. Innovation and Tech Active ETF was a new My Legacy Advisors position in Q2 2025.
iShares A.I. Innovation and Tech Active ETF made up 0.22% of My Legacy Advisors's portfolio in Q2 2025, its #124 holding.
277 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.