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Belpointe Asset Management’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Belpointe Asset Management’s Portfolio IDGT Stock Details IDGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-702
Closed -$50.2K – 1848
2023
Q1 		$50.2K Hold
702
– – ﹤0.01% 1696
2022
Q4 		$48.5K Buy
+702
New +$49.4K ﹤0.01% 1638

Other funds holding IDGT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $581M AUM 17.6% 1-Year Est. Return

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

Belpointe Asset Management sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2023, closing a stake of 702 shares — an estimated $50.2K sold.

Belpointe Asset Management first reported a position in IDGT in Q4 2022 and held it in 2 quarters. The position peaked at $50.2K in Q1 2023. 26 funds tracked by Wall St. Rank hold IDGT as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 702 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2023, an estimated $50.2K.
  • Belpointe Asset Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares US Digital Infrastructure and Real Estate ETF position peaked at $50.2K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2023.

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