CCM
ARTY

Coldstream Capital Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-5
Closed -$158 – 3487
2025
Q1 		$158 Buy
+5
New +$185 ﹤0.01% 3491

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Coldstream Capital Management's ARTY Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2025, closing a stake of 5 shares — an estimated $158 sold.

Coldstream Capital Management first reported a position in ARTY in Q1 2025 and held it in 1 quarter. The position peaked at $158 in Q1 2025. 234 funds tracked by Wall St. Rank hold ARTY as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares Future AI & Tech ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 5 iShares Future AI & Tech ETF shares in Q2 2025, an estimated $158.
  • Coldstream Capital Management first reported a position in iShares Future AI & Tech ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares Future AI & Tech ETF position peaked at $158 in Q1 2025.
  • 234 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.