WEG
BAI

World Equity Group’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

World Equity Group’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 		$715K Sell
13,566
-20,504
-60% -$931K 0.16% 145
2026
Q1 		$1.12M Buy
34,070
+17,850
+110% +$613K 0.29% 77
2025
Q4 		$540K Sell
16,220
-5,448
-25% -$189K 0.15% 157
2025
Q3 		$740K Buy
+21,668
New +$684K 0.17% 119

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

World Equity Group's BAI Position: Q2 2026 in Review

World Equity Group reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 60% in Q2 2026, selling an estimated $931K and leaving 13,566 shares worth $715K. The position accounts for 0.16% of the portfolio, ranked #145.

World Equity Group first reported a position in BAI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q1 2026. 164 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • World Equity Group held 13,566 shares of iShares A.I. Innovation and Tech Active ETF worth $715K as of Q2 2026.
  • World Equity Group sold 20,504 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $931K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.16% of World Equity Group's portfolio in Q2 2026, its #145 holding.
  • World Equity Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 4 quarters since.
  • World Equity Group's iShares A.I. Innovation and Tech Active ETF position peaked at $1.12M in Q1 2026.
  • 164 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.