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Belpointe Asset Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Belpointe Asset Management’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-104
Closed -$5.35K – 2938
2023
Q1 		$5.35K Hold
104
– – ﹤0.01% 2994
2022
Q4 		$5.17K Buy
+104
New +$5.18K ﹤0.01% 2913

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Belpointe Asset Management sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2023, closing a stake of 104 shares — an estimated $5.35K sold.

Belpointe Asset Management first reported a position in SMLF in Q4 2022 and held it in 2 quarters. The position peaked at $5.35K in Q1 2023. 102 funds tracked by Wall St. Rank hold SMLF as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 104 iShares US Small Cap Equity Factor ETF shares in Q2 2023, an estimated $5.35K.
  • Belpointe Asset Management first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares US Small Cap Equity Factor ETF position peaked at $5.35K in Q1 2023.
  • 102 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2023.

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