Belpointe Asset Management’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-48	Closed	-$1.22K	–	1321
2023 Q1	$1.22K	Hold	48	–	–	﹤0.01%	3437
2022 Q4	$1.16K	Buy	+48	New	+$1.16K	﹤0.01%	3408

Other funds holding EAOM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

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

Belpointe Asset Management sold out of iShares ESG Aware Moderate Allocation ETF (EAOM) in Q2 2023, closing a stake of 48 shares — an estimated $1.22K sold.

Belpointe Asset Management first reported a position in EAOM in Q4 2022 and held it in 2 quarters. The position peaked at $1.22K in Q1 2023. 5 funds tracked by Wall St. Rank hold EAOM as of Q2 2023.

Belpointe Asset Management reported no remaining iShares ESG Aware Moderate Allocation ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 48 iShares ESG Aware Moderate Allocation ETF shares in Q2 2023, an estimated $1.22K.
Belpointe Asset Management first reported a position in iShares ESG Aware Moderate Allocation ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's iShares ESG Aware Moderate Allocation ETF position peaked at $1.22K in Q1 2023.
5 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q2 2023.

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