SA
BAI

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

Stewardship 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
2026
Q2 		$280K Buy
+5,305
New +$241K 0.06% 142

Other funds holding BAI

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Stewardship Advisors's BAI Position: Q2 2026 in Review

Stewardship Advisors opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 5,305 shares worth $280K. The stake represents 0.06% of the portfolio and ranks #142 among its holdings.

321 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Stewardship Advisors held 5,305 shares of iShares A.I. Innovation and Tech Active ETF worth $280K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Stewardship Advisors position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.06% of Stewardship Advisors's portfolio in Q2 2026, its #142 holding.
  • 321 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.