Belpointe Asset Management’s iShares Global Financials ETF IXG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-551	Closed	-$38K	–	1976
2023 Q1	$38K	Sell	551 -31	-5%	-$2.26K	﹤0.01%	1875
2022 Q4	$40.9K	Buy	+582	New	+$39.8K	﹤0.01%	1728
2022 Q1	–	Sell	-8,408	Closed	-$673K	–	1263
2021 Q4	$673K	Sell	8,408 -2,222	-21%	-$180K	0.04%	432
2021 Q3	$834K	Sell	10,630 -569	-5%	-$44.6K	0.06%	357
2021 Q2	$869K	Buy	+11,199	New	+$873K	0.06%	327

Other funds holding IXG

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Leo Brokerage Hurst, Texas $876M AUM

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

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

Belpointe Asset Management sold out of iShares Global Financials ETF (IXG) in Q2 2023, closing a stake of 551 shares — an estimated $38K sold.

Belpointe Asset Management first reported a position in IXG in Q2 2021 and held it in 5 quarters. The position peaked at $869K in Q2 2021. 122 funds tracked by Wall St. Rank hold IXG as of Q2 2023.

Belpointe Asset Management reported no remaining iShares Global Financials ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 551 iShares Global Financials ETF shares in Q2 2023, an estimated $38K.
Belpointe Asset Management first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 5 quarters.
Belpointe Asset Management's iShares Global Financials ETF position peaked at $869K in Q2 2021.
122 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2023.

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