Financial Engines Advisors’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Financial Engines Advisors’s Portfolio BBRE Stock Details BBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Buy	+2,001	New	+$208K	﹤0.01%	534
2026 Q1	–	Sell	-2,608	Closed	-$241K	–	533
2025 Q4	$241K	Buy	+2,608	New	+$246K	﹤0.01%	501

Other funds holding BBRE

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

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Financial Engines Advisors's BBRE Position: Q2 2026 in Review

Financial Engines Advisors opened a new position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2026: 2,001 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Financial Engines Advisors previously reported a position in BBRE as recently as Q4 2025.

Financial Engines Advisors first reported a position in BBRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $241K in Q4 2025. 55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Financial Engines Advisors held 2,001 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $215K as of Q2 2026.
JPMorgan BetaBuilders MSCI US REIT ETF was a new Financial Engines Advisors position in Q2 2026.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #534 holding.
Financial Engines Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2025 and has held it in 2 quarters since.
Financial Engines Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $241K in Q4 2025.
55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.