CFD
ARTY

Creative Financial Designs’s iShares Future AI & Tech ETF ARTY Stock Holding History

Creative Financial Designs’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 		$78.6K Sell
1,689
-203
-11% -$10.2K ﹤0.01% 746
2025
Q4 		$91.2K Hold
1,892
– – 0.01% 682
2025
Q3 		$86.6K Hold
1,892
– – 0.01% 681
2025
Q2 		$77.6K Sell
1,892
-203
-10% -$7.1K 0.01% 735
2025
Q1 		$65.9K Hold
2,095
– – 0.01% 738
2024
Q4 		$77.7K Buy
2,095
+2
+0.1% +$73 0.01% 662
2024
Q3 		$71.7K Sell
2,093
-2,596
-55% -$86.2K 0.01% 677
2024
Q2 		$156K Sell
4,689
-1,731
-27% -$57.7K 0.01% 485
2024
Q1 		$221K Sell
6,420
-43
-0.7% -$1.45K 0.02% 397
2023
Q4 		$223K Buy
6,463
+1,024
+19% +$32.4K 0.02% 368
2023
Q3 		$166K Buy
5,439
+1,229
+29% +$39.7K 0.02% 374
2023
Q2 		$139K Buy
4,210
+1,180
+39% +$36.2K 0.02% 414
2023
Q1 		$95.1K Buy
+3,030
New +$89.5K 0.01% 470

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