Belpointe Asset Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,611	Closed	-$120K	–	3678
2022 Q3	$120K	Buy	4,611 +228	+5%	+$6.7K	0.01%	1067
2022 Q2	$132K	Sell	4,383 -133	-3%	-$4.28K	0.01%	996
2022 Q1	$151K	Buy	+4,516	New	+$152K	0.01%	1032
2021 Q4	–	Sell	-5,166	Closed	-$167K	–	1220
2021 Q3	$167K	Sell	5,166 -5,372	-51%	-$176K	0.01%	929
2021 Q2	$344K	Sell	10,538 -2,600	-20%	-$86.2K	0.02%	623
2021 Q1	$412K	Buy	13,138 +1,979	+18%	+$61K	0.04%	494
2020 Q4	$327K	Buy	11,159 +3,799	+52%	+$105K	0.03%	528
2020 Q3	$187K	Buy	7,360 +410	+6%	+$10.8K	0.02%	573
2020 Q2	$179K	Buy	6,950 +393	+6%	+$9.94K	0.02%	556
2020 Q1	$157K	Buy	+6,557	New	+$196K	0.03%	483

Other funds holding EWU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Belpointe Asset Management's EWU Position: Q4 2022 in Review

Belpointe Asset Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2022, closing a stake of 4,611 shares — an estimated $120K sold.

Belpointe Asset Management first reported a position in EWU in Q1 2020 and held it in 10 quarters. The position peaked at $412K in Q1 2021. 242 funds tracked by Wall St. Rank hold EWU as of Q4 2022.

Belpointe Asset Management reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2022 after selling out during the quarter.
Belpointe Asset Management sold 4,611 iShares MSCI United Kingdom ETF shares in Q4 2022, an estimated $120K.
Belpointe Asset Management first reported a position in iShares MSCI United Kingdom ETF in Q1 2020 and held it in 10 quarters.
Belpointe Asset Management's iShares MSCI United Kingdom ETF position peaked at $412K in Q1 2021.
242 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2022.

Based on Belpointe Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.