Belpointe Asset Management’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-629	Closed	-$33.6K	–	1860
2023 Q1	$33.6K	Buy	629 +50	+9%	+$2.67K	﹤0.01%	1975
2022 Q4	$28.6K	Buy	+579	New	+$27.1K	﹤0.01%	1938
2021 Q2	–	Sell	-1,943	Closed	-$128K	–	1152
2021 Q1	$128K	Buy	+1,943	New	+$126K	0.01%	910

Other funds holding IEUS

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Belpointe Asset Management sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q2 2023, closing a stake of 629 shares — an estimated $33.6K sold.

Belpointe Asset Management first reported a position in IEUS in Q1 2021 and held it in 3 quarters. The position peaked at $128K in Q1 2021. 44 funds tracked by Wall St. Rank hold IEUS as of Q2 2023.

Belpointe Asset Management reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 629 iShares MSCI Europe Small-Cap ETF shares in Q2 2023, an estimated $33.6K.
Belpointe Asset Management first reported a position in iShares MSCI Europe Small-Cap ETF in Q1 2021 and held it in 3 quarters.
Belpointe Asset Management's iShares MSCI Europe Small-Cap ETF position peaked at $128K in Q1 2021.
44 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q2 2023.

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