Belpointe Asset Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,671	Closed	-$528K	–	2866
2023 Q1	$528K	Sell	6,671 -476	-7%	-$38K	0.03%	540
2022 Q4	$564K	Buy	7,147 +2	+0%	+$152	0.03%	483
2022 Q3	$506K	Buy	7,145 +208	+3%	+$16.5K	0.03%	501
2022 Q2	$554K	Sell	6,937 -139	-2%	-$11.5K	0.04%	447
2022 Q1	$604K	Sell	7,076 -9,565	-57%	-$826K	0.04%	476
2021 Q4	$1.51M	Buy	16,641 +555	+3%	+$51.9K	0.09%	217
2021 Q3	$1.54M	Buy	16,086 +8,907	+124%	+$876K	0.11%	201
2021 Q2	$713K	Buy	7,179 +15	+0.2%	+$1.46K	0.05%	383
2021 Q1	$679K	Buy	7,164 +809	+13%	+$78.1K	0.06%	337
2020 Q4	$593K	Buy	6,355 +2,271	+56%	+$195K	0.05%	361
2020 Q3	$329K	Buy	+4,084	New	+$314K	0.04%	411

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

BWFA

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Belpointe Asset Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2023, closing a stake of 6,671 shares — an estimated $528K sold.

Belpointe Asset Management first reported a position in SDG in Q3 2020 and held it in 11 quarters. The position peaked at $1.54M in Q3 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2023.

Belpointe Asset Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 6,671 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2023, an estimated $528K.
Belpointe Asset Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2020 and held it in 11 quarters.
Belpointe Asset Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.54M in Q3 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2023.

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