ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

Belpointe Asset Management LLC's Holding History (CIK: 0001721242)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,976 Value ($000) $593 Avg Close — Range —
Q3 2025
Shares 2,674 Value ($000) $389 Avg Close — Range —
Q2 2025
Shares 4,436 Value ($000) $600 Avg Close — Range —
Q1 2025
Shares 5,606 Value ($000) $684 Avg Close — Range —
Q4 2024
Shares 8,731 Value ($000) $1,081 Avg Close — Range —
Q3 2024
Shares 8,499 Value ($000) $1,073 Avg Close — Range —
Q2 2024
Shares 13,789 Value ($000) $1,645 Avg Close — Range —
Q1 2024
Shares 3,749 Value ($000) $431 Avg Close — Range —
Q4 2023
Shares 5,335 Value ($000) $560 Avg Close — Range —
Q3 2023
Shares 5,477 Value ($000) $514 Avg Close — Range —
Q2 2023
Shares 3,571 Value ($000) $348 Avg Close — Range —
Q1 2023
Shares 32,280 Value ($000) $2,920 Avg Close — Range —
Q4 2022
Shares 68,810 Value ($000) $5,832 Avg Close — Range —
Q3 2022
Shares 72,350 Value ($000) $5,746 Avg Close — Range —
Q2 2022
Shares 71,952 Value ($000) $6,037 Avg Close — Range —
Q1 2022
Shares 68,521 Value ($000) $6,944 Avg Close — Range —
Q4 2021
Shares 57,105 Value ($000) $6,161 Avg Close — Range —
Q3 2021
Shares 56,582 Value ($000) $5,572 Avg Close — Range —
Q2 2021
Shares 51,185 Value ($000) $5,040 Avg Close — Range —
Q1 2021
Shares 49,352 Value ($000) $4,485 Avg Close — Range —
Q4 2020
Shares 49,713 Value ($000) $4,277 Avg Close — Range —
Q3 2020
Shares 43,285 Value ($000) $3,298 Avg Close — Range —
Q2 2020
Shares 44,990 Value ($000) $3,149 Avg Close — Range —
Q1 2020
Shares 14,591 Value ($000) $839 Avg Close — Range —