Belpointe Asset Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,600	Closed	-$152K	–	3047
2023 Q1	$152K	Sell	6,600 -620	-9%	-$14.1K	0.01%	1076
2022 Q4	$161K	Sell	7,220 -2,066	-22%	-$45.7K	0.01%	988
2022 Q3	$202K	Sell	9,286 -562	-6%	-$13K	0.01%	832
2022 Q2	$228K	Buy	9,848 +491	+5%	+$11.6K	0.02%	778
2022 Q1	$235K	Sell	9,357 -1,672	-15%	-$43.3K	0.01%	843
2021 Q4	$301K	Buy	+11,029	New	+$303K	0.02%	711

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

Belpointe Asset Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2023, closing a stake of 6,600 shares — an estimated $152K sold.

Belpointe Asset Management first reported a position in SUSC in Q4 2021 and held it in 6 quarters. The position peaked at $301K in Q4 2021. 201 funds tracked by Wall St. Rank hold SUSC as of Q2 2023.

Belpointe Asset Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 6,600 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2023, an estimated $152K.
Belpointe Asset Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Belpointe Asset Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $301K in Q4 2021.
201 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2023.

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