EWA
BBIN icon

EverSource Wealth Advisors’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

EverSource Wealth Advisors’s Portfolio BBIN Stock Details BBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 4380
2026
Q1 		– Hold
0
– – – 4369
2025
Q4 		– Hold
0
– – – 4247
2025
Q3 		– Sell
-284
Closed -$19.5K – 4297
2025
Q2 		$19.2K Buy
284
+4
+1% +$257 ﹤0.01% 2326
2025
Q1 		$17.2K Buy
280
+1
+0.4% +$61 ﹤0.01% 1775
2024
Q4 		$15.9K Buy
279
+3
+1% +$179 ﹤0.01% 1750
2024
Q3 		$17.4K Buy
276
+1
+0.4% +$61 ﹤0.01% 1565
2024
Q2 		$16.7K Buy
275
+4
+1% +$239 ﹤0.01% 1596
2024
Q1 		$15.8K Buy
271
+1
+0.4% +$58 ﹤0.01% 1478
2023
Q4 		$15.4K Buy
270
+3
+1% +$160 ﹤0.01% 1367
2023
Q3 		$13.9K Buy
267
+1
+0.4% +$54 ﹤0.01% 1265
2023
Q2 		$14.6K Buy
+266
New +$14.6K ﹤0.01% 1274

Other funds holding BBIN

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
MWA
MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EverSource Wealth Advisors's BBIN Position: Q2 2026 in Review

EverSource Wealth Advisors held its JPMorgan BetaBuilders International Equity ETF (BBIN) position steady in Q2 2026 at 0 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #4380.

EverSource Wealth Advisors first reported a position in BBIN in Q2 2023 and has held it in 9 quarters since. The position peaked at $19.2K in Q2 2025. 52 funds tracked by Wall St. Rank hold BBIN as of Q2 2026.

  • EverSource Wealth Advisors held 0 shares of JPMorgan BetaBuilders International Equity ETF worth $13 as of Q2 2026.
  • EverSource Wealth Advisors left its JPMorgan BetaBuilders International Equity ETF share count unchanged in Q2 2026.
  • JPMorgan BetaBuilders International Equity ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4380 holding.
  • EverSource Wealth Advisors first reported a position in JPMorgan BetaBuilders International Equity ETF in Q2 2023 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's JPMorgan BetaBuilders International Equity ETF position peaked at $19.2K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.