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Belpointe Asset Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Belpointe Asset Management’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,440
Closed -$47.6K – 3251
2023
Q1 		$47.6K Sell
1,440
-106
-7% -$3.42K ﹤0.01% 1730
2022
Q4 		$47.4K Buy
+1,546
New +$46.8K ﹤0.01% 1648

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

Belpointe Asset Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2023, closing a stake of 1,440 shares — an estimated $47.6K sold.

Belpointe Asset Management first reported a position in USXF in Q4 2022 and held it in 2 quarters. The position peaked at $47.6K in Q1 2023. 166 funds tracked by Wall St. Rank hold USXF as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,440 iShares ESG Advanced MSCI USA ETF shares in Q2 2023, an estimated $47.6K.
  • Belpointe Asset Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares ESG Advanced MSCI USA ETF position peaked at $47.6K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2023.

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