Belpointe Asset Management’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,578	Closed	-$214K	–	1251
2022 Q2	$214K	Hold	5,578	–	–	0.01%	800
2022 Q1	$244K	Sell	5,578 -1,297	-19%	-$55K	0.01%	824
2021 Q4	$313K	Hold	6,875	–	–	0.02%	689
2021 Q3	$288K	Hold	6,875	–	–	0.02%	699
2021 Q2	$286K	Buy	6,875 +901	+15%	+$36.5K	0.02%	688
2021 Q1	$231K	Buy	+5,974	New	+$229K	0.02%	698

Other funds holding IEHS

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Belpointe Asset Management's IEHS Position: Q3 2022 in Review

Belpointe Asset Management sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q3 2022, closing a stake of 5,578 shares — an estimated $214K sold.

Belpointe Asset Management first reported a position in IEHS in Q1 2021 and held it in 6 quarters. The position peaked at $313K in Q4 2021. 2 funds tracked by Wall St. Rank hold IEHS as of Q3 2022.

Belpointe Asset Management reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q3 2022 after selling out during the quarter.
Belpointe Asset Management sold 5,578 iShares Evolved U.S. Healthcare Staples ETF shares in Q3 2022, an estimated $214K.
Belpointe Asset Management first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q1 2021 and held it in 6 quarters.
Belpointe Asset Management's iShares Evolved U.S. Healthcare Staples ETF position peaked at $313K in Q4 2021.
2 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q3 2022.

Based on Belpointe Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.