Belpointe Asset Management’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$263K	Sell	2,745 -3,958	-59%	-$397K	0.01%	910
2025 Q4	$630K	Sell	6,703 -689	-9%	-$64.4K	0.02%	584
2025 Q3	$678K	Buy	7,392 +1,918	+35%	+$166K	0.03%	528
2025 Q2	$452K	Buy	+5,474	New	+$417K	0.02%	610
2023 Q2	–	Sell	-466	Closed	-$31K	–	1334
2023 Q1	$31K	Hold	466	–	–	﹤0.01%	2030
2022 Q4	$29.5K	Buy	+466	New	+$28.2K	﹤0.01%	1920
2021 Q4	–	Sell	-1,551	Closed	-$131K	–	1217
2021 Q3	$131K	Buy	+1,551	New	+$135K	0.01%	1040

Other funds holding EEMA

Bank of America

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Bank Julius Baer & Co

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return