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ARTY

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

NewEdge 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 		$355K Sell
7,640
-9,995
-57% -$502K ﹤0.01% 2224
2025
Q4 		$850K Buy
17,635
+8,804
+100% +$424K ﹤0.01% 1591
2025
Q3 		$404K Buy
8,831
+7,402
+518% +$318K ﹤0.01% 1975
2025
Q2 		$58.6K Sell
1,429
-227
-14% -$7.94K ﹤0.01% 2616
2025
Q1 		$52.1K Sell
1,656
-6,579
-80% -$244K ﹤0.01% 2543
2024
Q4 		$305K Sell
8,235
-20,123
-71% -$731K ﹤0.01% 1867
2024
Q3 		$971K Buy
28,358
+513
+2% +$17K 0.01% 1125
2024
Q2 		$924K Sell
27,845
-1,567
-5% -$52.3K 0.01% 1109
2024
Q1 		$1.01M Sell
29,412
-929
-3% -$31.3K 0.01% 998
2023
Q4 		$1.05M Buy
30,341
+96
+0.3% +$3.04K 0.01% 912
2023
Q3 		$924K Sell
30,245
-3,951
-12% -$128K 0.01% 891
2023
Q2 		$1.13M Buy
34,196
+30,818
+912% +$946K 0.01% 806
2023
Q1 		$106K Buy
3,378
+875
+35% +$25.8K ﹤0.01% 1739
2022
Q4 		$64 Buy
+2,503
New +$63K ﹤0.01% 3434

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