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Belpointe Asset Management’s Global X MSCI SuperDividend EAFE ETF EFAS Stock Holding History

Belpointe Asset Management’s Portfolio EFAS Stock Details EFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,673
Closed -$36.9K – 1338
2023
Q1 		$36.9K Hold
2,673
– – ﹤0.01% 1898
2022
Q4 		$36K Buy
+2,673
New +$33.9K ﹤0.01% 1810

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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Belpointe Asset Management sold out of Global X MSCI SuperDividend EAFE ETF (EFAS) in Q2 2023, closing a stake of 2,673 shares — an estimated $36.9K sold.

Belpointe Asset Management first reported a position in EFAS in Q4 2022 and held it in 2 quarters. The position peaked at $36.9K in Q1 2023. 14 funds tracked by Wall St. Rank hold EFAS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Global X MSCI SuperDividend EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,673 Global X MSCI SuperDividend EAFE ETF shares in Q2 2023, an estimated $36.9K.
  • Belpointe Asset Management first reported a position in Global X MSCI SuperDividend EAFE ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Global X MSCI SuperDividend EAFE ETF position peaked at $36.9K in Q1 2023.
  • 14 funds tracked by Wall St. Rank held Global X MSCI SuperDividend EAFE ETF as of Q2 2023.

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