Belpointe Asset Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-169	Closed	-$6.48K	–	1852
2023 Q1	$6.48K	Hold	169	–	–	﹤0.01%	2911
2022 Q4	$5.72K	Buy	+169	New	+$6.08K	﹤0.01%	2879

Other funds holding IDRV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

Belpointe Asset Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2023, closing a stake of 169 shares — an estimated $6.48K sold.

Belpointe Asset Management first reported a position in IDRV in Q4 2022 and held it in 2 quarters. The position peaked at $6.48K in Q1 2023. 109 funds tracked by Wall St. Rank hold IDRV as of Q2 2023.

Belpointe Asset Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 169 iShares Self-Driving EV and Tech ETF shares in Q2 2023, an estimated $6.48K.
Belpointe Asset Management first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's iShares Self-Driving EV and Tech ETF position peaked at $6.48K in Q1 2023.
109 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2023.

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