NewSquare Capital’s iShares Future AI & Tech ETF ARTY Stock Holding History

NewSquare Capital’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
2023 Q1	–	Sell	-753	Closed	-$19.2K	–	962
2022 Q4	$19.2K	Sell	753 -394	-34%	-$9.91K	﹤0.01%	224
2022 Q3	$27K	Sell	1,147 -725	-39%	-$19.8K	﹤0.01%	200
2022 Q2	$49K	Hold	1,872	–	–	0.01%	190
2022 Q1	$64K	Buy	+1,872	New	+$66.8K	0.01%	192

Other funds holding ARTY

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewSquare Capital's ARTY Position: Q1 2023 in Review

NewSquare Capital sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2023, closing a stake of 753 shares — an estimated $19.2K sold.

NewSquare Capital first reported a position in ARTY in Q1 2022 and held it in 4 quarters. The position peaked at $64K in Q1 2022. 87 funds tracked by Wall St. Rank hold ARTY as of Q1 2023.

NewSquare Capital reported no remaining iShares Future AI & Tech ETF position as of Q1 2023 after selling out during the quarter.
NewSquare Capital sold 753 iShares Future AI & Tech ETF shares in Q1 2023, an estimated $19.2K.
NewSquare Capital first reported a position in iShares Future AI & Tech ETF in Q1 2022 and held it in 4 quarters.
NewSquare Capital's iShares Future AI & Tech ETF position peaked at $64K in Q1 2022.
87 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2023.

Based on NewSquare Capital's 13F filing for Q1 2023, filed 1 May 2023.