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Belpointe Asset Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Belpointe Asset Management’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,048
Closed -$206K – 1411
2023
Q1 		$206K Sell
6,048
-50
-0.8% -$1.75K 0.01% 920
2022
Q4 		$201K Sell
6,098
-145
-2% -$4.82K 0.01% 897
2022
Q3 		$191K Sell
6,243
-297
-5% -$10K 0.01% 861
2022
Q2 		$206K Sell
6,540
-504
-7% -$17.3K 0.01% 814
2022
Q1 		$268K Buy
7,044
+780
+12% +$29.4K 0.02% 784
2021
Q4 		$253K Buy
6,264
+3,292
+111% +$133K 0.02% 796
2021
Q3 		$116K Buy
+2,972
New +$118K 0.01% 1092

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