CCA
ARTY

Clearwater Capital Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Clearwater Capital 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
2026
Q1 		$253K Hold
5,435
– – 0.02% 156
2025
Q4 		$262K Sell
5,435
-47
-0.9% -$2.27K 0.02% 148
2025
Q3 		$251K Sell
5,482
-527
-9% -$22.6K 0.02% 152
2025
Q2 		$246K Sell
6,009
-519
-8% -$18.1K 0.02% 147
2025
Q1 		$205K Sell
6,528
-467
-7% -$17.3K 0.02% 165
2024
Q4 		$259K Sell
6,995
-415
-6% -$15.1K 0.03% 153
2024
Q3 		$254K Hold
7,410
– – 0.02% 153
2024
Q2 		$246K Hold
7,410
– – 0.03% 142
2024
Q1 		$255K Sell
7,410
-430
-5% -$14.5K 0.03% 141
2023
Q4 		$270K Buy
+7,840
New +$248K 0.03% 128
2022
Q4 		– Sell
-114,304
Closed -$2.72M – 173
2022
Q3 		$2.72M Buy
+114,304
New +$3.13M 0.38% 49

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return