Belpointe Asset Management’s iShares MSCI South Korea ETF EWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,276	Closed	-$201K	–	1438
2023 Q1	$201K	Buy	3,276 +3,176	+3,176%	+$193K	0.01%	932
2022 Q4	$5.65K	Buy	+100	New	+$5.48K	﹤0.01%	2883
2021 Q1	–	Sell	-3,013	Closed	-$259K	–	1021
2020 Q4	$259K	Buy	+3,013	New	+$223K	0.02%	619

Other funds holding EWY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

PPFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Belpointe Asset Management sold out of iShares MSCI South Korea ETF (EWY) in Q2 2023, closing a stake of 3,276 shares — an estimated $201K sold.

Belpointe Asset Management first reported a position in EWY in Q4 2020 and held it in 3 quarters. The position peaked at $259K in Q4 2020. 246 funds tracked by Wall St. Rank hold EWY as of Q2 2023.

Belpointe Asset Management reported no remaining iShares MSCI South Korea ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 3,276 iShares MSCI South Korea ETF shares in Q2 2023, an estimated $201K.
Belpointe Asset Management first reported a position in iShares MSCI South Korea ETF in Q4 2020 and held it in 3 quarters.
Belpointe Asset Management's iShares MSCI South Korea ETF position peaked at $259K in Q4 2020.
246 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2023.

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