DJSG
ARTY

D.J. St. Germain’s iShares Future AI & Tech ETF ARTY Stock Holding History

D.J. St. Germain’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 		$13.5K Hold
290
– – ﹤0.01% 627
2025
Q4 		$14K Hold
290
– – ﹤0.01% 624
2025
Q3 		$13.3K Hold
290
– – ﹤0.01% 618
2025
Q2 		$11.9K Hold
290
– – ﹤0.01% 634
2025
Q1 		$9.12K Hold
290
– – ﹤0.01% 569
2024
Q4 		$10.8K Hold
290
– – ﹤0.01% 577
2024
Q3 		$9.93K Hold
290
– – ﹤0.01% 545
2024
Q2 		$9.63K Hold
290
– – ﹤0.01% 539
2024
Q1 		$9.96K Hold
290
– – ﹤0.01% 556
2023
Q4 		$10K Buy
+290
New +$9.19K ﹤0.01% 557

Other funds holding ARTY

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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