Belpointe Asset Management’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,407	Closed	-$70.8K	–	1983
2023 Q1	$70.8K	Buy	1,407 +9	+0.6%	+$491	﹤0.01%	1500
2022 Q4	$73.5K	Buy	+1,398	New	+$73.3K	﹤0.01%	1405
2022 Q2	–	Sell	-3,891	Closed	-$234K	–	1204
2022 Q1	$234K	Buy	3,891 +177	+5%	+$11.2K	0.01%	845
2021 Q4	$239K	Buy	3,714 +42	+1%	+$2.74K	0.01%	822
2021 Q3	$231K	Buy	3,672 +66	+2%	+$4.14K	0.02%	804
2021 Q2	$223K	Buy	+3,606	New	+$220K	0.02%	796
2020 Q4	–	Sell	-8,865	Closed	-$360K	–	969
2020 Q3	$360K	Buy	8,865 +837	+10%	+$34.5K	0.04%	388
2020 Q2	$319K	Buy	+8,028	New	+$308K	0.04%	392
2019 Q3	–	Sell	-3,381	Closed	-$151K	–	695
2019 Q2	$151K	Buy	+3,381	New	+$148K	0.03%	486
2019 Q1	–	Sell	-4,170	Closed	-$156K	–	506
2018 Q4	$156K	Buy	+4,170	New	+$172K	0.04%	383

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Belpointe Asset Management sold out of iShares US Financial Services ETF (IYG) in Q2 2023, closing a stake of 1,407 shares — an estimated $70.8K sold.

Belpointe Asset Management first reported a position in IYG in Q4 2018 and held it in 10 quarters. The position peaked at $360K in Q3 2020. 202 funds tracked by Wall St. Rank hold IYG as of Q2 2023.

Belpointe Asset Management reported no remaining iShares US Financial Services ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,407 iShares US Financial Services ETF shares in Q2 2023, an estimated $70.8K.
Belpointe Asset Management first reported a position in iShares US Financial Services ETF in Q4 2018 and held it in 10 quarters.
Belpointe Asset Management's iShares US Financial Services ETF position peaked at $360K in Q3 2020.
202 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2023.

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