CA
ARTY

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

Crewe 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 		$144K Hold
3,093
– – 0.01% 240
2025
Q4 		$149K Hold
3,093
– – 0.01% 237
2025
Q3 		$142K Hold
3,093
– – 0.01% 246
2025
Q2 		$127K Hold
3,093
– – 0.02% 196
2025
Q1 		$97.3K Hold
3,093
– – 0.01% 204
2024
Q4 		$115K Hold
3,093
– – 0.02% 192
2024
Q3 		$106K Hold
3,093
– – 0.01% 223
2024
Q2 		$103K Hold
3,093
– – 0.01% 264
2024
Q1 		$106K Buy
3,093
+2,932
+1,821% +$98.6K 0.01% 265
2023
Q4 		$5.55K Hold
161
– – ﹤0.01% 247
2023
Q3 		$4.92K Hold
161
– – ﹤0.01% 288
2023
Q2 		$5.32K Hold
161
– – ﹤0.01% 453
2023
Q1 		$5.05K Buy
+161
New +$4.75K ﹤0.01% 635

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