SFFS
ARTY

Stonehage Fleming Financial Services’s iShares Future AI & Tech ETF ARTY Stock Holding History

Stonehage Fleming Financial Services’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 		$762K Hold
10,000
– – 0.03% 95
2026
Q1 		$465K Hold
10,000
– – 0.02% 122
2025
Q4 		$482K Hold
10,000
– – 0.01% 102
2025
Q3 		$458K Hold
10,000
– – 0.01% 103
2025
Q2 		$410K Hold
10,000
– – 0.01% 115
2025
Q1 		$314K Hold
10,000
– – 0.01% 107
2024
Q4 		$371K Hold
10,000
– – 0.01% 115
2024
Q3 		$342K Hold
10,000
– – 0.01% 116
2024
Q2 		$332K Sell
10,000
-5,375
-35% -$179K 0.01% 113
2024
Q1 		$482K Buy
15,375
+2,875
+23% +$96.7K 0.03% 74
2023
Q4 		$431K Sell
12,500
-375
-3% -$11.9K 0.01% 107
2023
Q3 		$393K Buy
12,875
+12,500
+3,333% +$403K 0.03% 123
2023
Q2 		$12.4K Sell
375
-15,000
-98% -$461K ﹤0.01% 180
2023
Q1 		$482K Hold
15,375
– – 0.03% 74
2022
Q4 		$393K Sell
15,375
-20,600
-57% -$518K 0.03% 84
2022
Q3 		$857K Buy
35,975
+600
+2% +$16.4K 0.07% 47
2022
Q2 		$935K Buy
35,375
+7,000
+25% +$204K 0.04% 71
2022
Q1 		$975K Sell
28,375
-3,500
-11% -$125K 0.03% 77
2021
Q4 		$1.32M Buy
31,875
+11,000
+53% +$481K 0.04% 69
2021
Q3 		$884K Sell
20,875
-1,000
-5% -$43.8K 0.03% 81
2021
Q2 		$982K Buy
21,875
+3,500
+19% +$151K 0.03% 77
2021
Q1 		$793K Buy
18,375
+375
+2% +$16.9K 0.03% 89
2020
Q4 		$717K Buy
+18,000
New +$655K 0.02% 99

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

Stonehage Fleming Financial Services's ARTY Position: Q2 2026 in Review

Stonehage Fleming Financial Services held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 10,000 shares worth $762K. The position accounts for 0.03% of the portfolio, ranked #95.

Stonehage Fleming Financial Services first reported a position in ARTY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q4 2021. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Stonehage Fleming Financial Services held 10,000 shares of iShares Future AI & Tech ETF worth $762K as of Q2 2026.
  • Stonehage Fleming Financial Services left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.03% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #95 holding.
  • Stonehage Fleming Financial Services first reported a position in iShares Future AI & Tech ETF in Q4 2020 and has held it in 23 quarters since.
  • Stonehage Fleming Financial Services's iShares Future AI & Tech ETF position peaked at $1.32M in Q4 2021.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.