Belpointe Asset Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-253	Closed	-$12K	–	1944
2023 Q1	$12K	Sell	253 -168	-40%	-$8.16K	﹤0.01%	2609
2022 Q4	$19.2K	Buy	+421	New	+$19.4K	﹤0.01%	2215

Other funds holding ISCB

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

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

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

Belpointe Asset Management sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2023, closing a stake of 253 shares — an estimated $12K sold.

Belpointe Asset Management first reported a position in ISCB in Q4 2022 and held it in 2 quarters. The position peaked at $19.2K in Q4 2022. 69 funds tracked by Wall St. Rank hold ISCB as of Q2 2023.

Belpointe Asset Management reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 253 iShares Morningstar Small-Cap ETF shares in Q2 2023, an estimated $12K.
Belpointe Asset Management first reported a position in iShares Morningstar Small-Cap ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's iShares Morningstar Small-Cap ETF position peaked at $19.2K in Q4 2022.
69 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2023.

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