Belpointe Asset Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-617	Closed	-$25.4K	–	1906
2023 Q1	$25.4K	Hold	617	–	–	﹤0.01%	2165
2022 Q4	$26.1K	Buy	+617	New	+$27.1K	﹤0.01%	1995
2021 Q4	–	Sell	-6,326	Closed	-$326K	–	1230
2021 Q3	$326K	Buy	+6,326	New	+$311K	0.02%	648
2021 Q2	–	Sell	-4,444	Closed	-$199K	–	1155
2021 Q1	$199K	Buy	4,444 +680	+18%	+$30.5K	0.02%	752
2020 Q4	$160K	Buy	+3,764	New	+$145K	0.01%	779

Other funds holding INDY

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Belpointe Asset Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2023, closing a stake of 617 shares — an estimated $25.4K sold.

Belpointe Asset Management first reported a position in INDY in Q4 2020 and held it in 5 quarters. The position peaked at $326K in Q3 2021. 71 funds tracked by Wall St. Rank hold INDY as of Q2 2023.

Belpointe Asset Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 617 iShares S&P India Nifty 50 Index Fund shares in Q2 2023, an estimated $25.4K.
Belpointe Asset Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2020 and held it in 5 quarters.
Belpointe Asset Management's iShares S&P India Nifty 50 Index Fund position peaked at $326K in Q3 2021.
71 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2023.

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