IWA
BBEU icon

Icon Wealth Advisors’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Icon Wealth Advisors’s Portfolio BBEU Stock Details BBEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$471K Buy
6,309
+1
+0% +$75 0.03% 263
2025
Q4 		$462K Buy
+6,308
New +$449K 0.03% 260
2024
Q4 		– Sell
-6,857
Closed -$427K – 505
2024
Q3 		$427K Buy
+6,857
New +$415K 0.04% 231
2024
Q2 		– Sell
-8,462
Closed -$503K – 439
2024
Q1 		$503K Buy
8,462
+1,936
+30% +$110K 0.05% 211
2023
Q4 		$369K Buy
+6,526
New +$343K 0.04% 235
2022
Q4 		– Sell
-4,547
Closed -$183K – 335
2022
Q3 		$183K Buy
+4,547
New +$207K 0.02% 307

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return