RSWM
BBAX icon

Robertson Stephens Wealth Management’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Robertson Stephens Wealth Management’s Portfolio BBAX Stock Details BBAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Buy
19,108
+3
+0% +$184 0.03% 293
2026
Q1 		$1.14M Sell
19,105
-34
-0.2% -$2.06K 0.03% 282
2025
Q4 		$1.08M Buy
19,139
+14,624
+324% +$822K 0.03% 290
2025
Q3 		$254K Buy
4,515
+2
+0% +$112 0.01% 473
2025
Q2 		$246K Buy
4,513
+3
+0.1% +$154 0.01% 493
2025
Q1 		$219K Buy
4,510
+2
+0% +$100 0.01% 513
2024
Q4 		$220K Sell
4,508
-98
-2% -$5.05K 0.01% 532
2024
Q3 		$249K Buy
4,606
+5
+0.1% +$251 0.01% 552
2024
Q2 		$223K Sell
4,601
-26,071
-85% -$1.26M 0.01% 462
2024
Q1 		$1.48M Buy
30,672
+1,797
+6% +$86.1K 0.08% 183
2023
Q4 		$1.43M Buy
28,875
+23,411
+428% +$1.07M 0.09% 183
2023
Q3 		$246K Buy
+5,464
New +$257K 0.02% 401
2023
Q2 		– Sell
-4,167
Closed -$205K – 422
2023
Q1 		$205K Buy
+4,167
New +$211K 0.02% 423
2022
Q1 		– Sell
-8,044
Closed -$435K – 382
2021
Q4 		$435K Hold
8,044
– – 0.04% 273
2021
Q3 		$435K Buy
+8,044
New +$463K 0.05% 219

Other funds holding BBAX

SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Robertson Stephens Wealth Management's BBAX Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 0.02% in Q2 2026, buying an estimated $184 and bringing the position to 19,108 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #293.

Robertson Stephens Wealth Management first reported a position in BBAX in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.48M in Q1 2024. 52 funds tracked by Wall St. Rank hold BBAX as of Q2 2026.

  • Robertson Stephens Wealth Management held 19,108 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $1.14M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 3 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q2 2026, an estimated $184.
  • JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Robertson Stephens Wealth Management first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q3 2021 and has held it in 15 quarters since.
  • Robertson Stephens Wealth Management's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $1.48M in Q1 2024.
  • 52 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.