CMP
ARTY

Coston McIsaac & Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

Coston McIsaac & Partners’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 		$27K Buy
595
+18
+3% +$903 0.01% 420
2025
Q4 		$27K Sell
577
-13
-2% -$627 0.01% 411
2025
Q3 		$27K Buy
590
+18
+3% +$773 0.01% 397
2025
Q2 		$23K Buy
572
+24
+4% +$839 0.01% 407
2025
Q1 		$17K Buy
548
+24
+5% +$890 0.01% 425
2024
Q4 		$19K Buy
524
+21
+4% +$763 0.01% 400
2024
Q3 		$17 Buy
503
+21
+4% +$697 ﹤0.01% 420
2024
Q2 		$16K Buy
482
+29
+6% +$967 0.01% 409
2024
Q1 		$15K Buy
453
+215
+90% +$7.23K ﹤0.01% 428
2023
Q4 		$8K Buy
238
+23
+11% +$728 ﹤0.01% 512
2023
Q3 		$6K Buy
215
+23
+12% +$742 ﹤0.01% 538
2023
Q2 		$6K Buy
+192
New +$5.9K ﹤0.01% 583

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