Belpointe Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Belpointe Asset Management’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,493	Closed	-$139K	–	730
2023 Q1	$139K	Sell	3,493 -1,361	-28%	-$53.5K	0.01%	1120
2022 Q4	$185K	Sell	4,854 -925	-16%	-$35.1K	0.01%	942
2022 Q3	$212K	Buy	5,779 +912	+19%	+$35.7K	0.01%	806
2022 Q2	$190K	Sell	4,867 -4,592	-49%	-$186K	0.01%	846
2022 Q1	$407K	Buy	9,459 +3,108	+49%	+$135K	0.02%	609
2021 Q4	$288K	Buy	6,351 +124	+2%	+$5.62K	0.02%	735
2021 Q3	$279K	Buy	6,227 +591	+10%	+$26.8K	0.02%	718
2021 Q2	$253K	Sell	5,636 -183	-3%	-$8.15K	0.02%	734
2021 Q1	$254K	Buy	5,819 +1,051	+22%	+$45.7K	0.02%	658
2020 Q4	$207K	Sell	4,768 -354	-7%	-$14.9K	0.02%	681
2020 Q3	$210K	Buy	5,122 +780	+18%	+$32K	0.02%	532
2020 Q2	$173K	Buy	4,342 +217	+5%	+$8.37K	0.02%	563
2020 Q1	$151K	Sell	4,125 -144	-3%	-$5.64K	0.03%	494
2019 Q4	$171K	Buy	4,269 +1,574	+58%	+$62.3K	0.02%	587
2019 Q3	$106K	Buy	+2,695	New	+$105K	0.02%	657

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Belpointe Asset Management's AOM Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2023, closing a stake of 3,493 shares — an estimated $139K sold.

Belpointe Asset Management first reported a position in AOM in Q3 2019 and held it in 15 quarters. The position peaked at $407K in Q1 2022. 218 funds tracked by Wall St. Rank hold AOM as of Q2 2023.

Belpointe Asset Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 3,493 iShares Core Moderate Allocation ETF shares in Q2 2023, an estimated $139K.
Belpointe Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2019 and held it in 15 quarters.
Belpointe Asset Management's iShares Core Moderate Allocation ETF position peaked at $407K in Q1 2022.
218 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.