Belpointe Asset Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-241	Closed	-$17.2K	–	3049
2023 Q1	$17.2K	Hold	241	–	–	﹤0.01%	2392
2022 Q4	$16K	Buy	+241	New	+$16K	﹤0.01%	2340
2022 Q2	–	Sell	-1,999	Closed	-$158K	–	1259
2022 Q1	$158K	Buy	+1,999	New	+$156K	0.01%	1012

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FAAM

First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

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

Belpointe Asset Management sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2023, closing a stake of 241 shares — an estimated $17.2K sold.

Belpointe Asset Management first reported a position in SUSL in Q1 2022 and held it in 3 quarters. The position peaked at $158K in Q1 2022. 121 funds tracked by Wall St. Rank hold SUSL as of Q2 2023.

Belpointe Asset Management reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 241 iShares ESG MSCI USA Leaders ETF shares in Q2 2023, an estimated $17.2K.
Belpointe Asset Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and held it in 3 quarters.
Belpointe Asset Management's iShares ESG MSCI USA Leaders ETF position peaked at $158K in Q1 2022.
121 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2023.

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