Belpointe Asset Management’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Belpointe Asset Management’s Portfolio MSML Stock Details MSML 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 MSML

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

AAS

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWS

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GIA

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

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

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

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

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

Belpointe Asset Management first reported a position in MSML 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 MSML as of Q2 2023.

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

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