Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-34
Closed -$1.73K – 73
2023
Q3 		$1.73K Buy
+34
New +$1.81K ﹤0.01% 476

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MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
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AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BBEU Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q4 2023, closing a stake of 34 shares — an estimated $1.73K sold.

Legacy Financial Group (Iowa) first reported a position in BBEU in Q3 2023 and held it in 1 quarter. The position peaked at $1.73K in Q3 2023. 130 funds tracked by Wall St. Rank hold BBEU as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 34 JPMorgan BetaBuilders Europe ETF shares in Q4 2023, an estimated $1.73K.
  • Legacy Financial Group (Iowa) first reported a position in JPMorgan BetaBuilders Europe ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s JPMorgan BetaBuilders Europe ETF position peaked at $1.73K in Q3 2023.
  • 130 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.