Belpointe Asset Management’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-105	Closed	-$13.9K	–	1406
2023 Q1	$13.9K	Sell	105 -252	-71%	-$32.3K	﹤0.01%	2530
2022 Q4	$43.3K	Buy	+357	New	+$42.7K	﹤0.01%	1694

Other funds holding ESGG

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Belpointe Asset Management sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q2 2023, closing a stake of 105 shares — an estimated $13.9K sold.

Belpointe Asset Management first reported a position in ESGG in Q4 2022 and held it in 2 quarters. The position peaked at $43.3K in Q4 2022. 26 funds tracked by Wall St. Rank hold ESGG as of Q2 2023.

Belpointe Asset Management reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 105 FlexShares STOXX Global ESG Select Index Fund shares in Q2 2023, an estimated $13.9K.
Belpointe Asset Management first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's FlexShares STOXX Global ESG Select Index Fund position peaked at $43.3K in Q4 2022.
26 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q2 2023.

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