Belpointe Asset Management’s iShares MSCI USA ETF MLRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-508	Closed	-$28.7K	–	1888
2023 Q1	$28.7K	Hold	508	–	–	﹤0.01%	2089
2022 Q4	$26.7K	Buy	+508	New	+$26.9K	﹤0.01%	1986
2021 Q2	–	Sell	-2,808	Closed	-$157K	–	1153
2021 Q1	$157K	Hold	2,808	–	–	0.01%	833
2020 Q4	$152K	Buy	+2,808	New	+$144K	0.01%	795

Other funds holding MLRG

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Belpointe Asset Management sold out of iShares MSCI USA ETF (MLRG) in Q2 2023, closing a stake of 508 shares — an estimated $28.7K sold.

Belpointe Asset Management first reported a position in MLRG in Q4 2020 and held it in 4 quarters. The position peaked at $157K in Q1 2021. 139 funds tracked by Wall St. Rank hold MLRG as of Q2 2023.

Belpointe Asset Management reported no remaining iShares MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 508 iShares MSCI USA ETF shares in Q2 2023, an estimated $28.7K.
Belpointe Asset Management first reported a position in iShares MSCI USA ETF in Q4 2020 and held it in 4 quarters.
Belpointe Asset Management's iShares MSCI USA ETF position peaked at $157K in Q1 2021.
139 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2023.

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