Robertson Stephens Wealth Management’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Robertson Stephens Wealth Management’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 Q2	$9.98M	Sell	128,386 -2,767	-2%	-$212K	0.25%	74
2026 Q1	$9.5M	Sell	131,153 -1,199	-0.9%	-$90.4K	0.27%	71
2025 Q4	$9.7M	Sell	132,352 -1,009	-0.8%	-$71.7K	0.25%	76
2025 Q3	$9.28M	Buy	133,361 +55,690	+72%	+$3.79M	0.28%	67
2025 Q2	$5.24M	Sell	77,671 -6,561	-8%	-$424K	0.17%	100
2025 Q1	$5.21M	Buy	+84,232	New	+$5.09M	0.18%	103
2022 Q2	–	Sell	-4,148	Closed	-$227K	–	376
2022 Q1	$227K	Sell	4,148 -11,848	-74%	-$668K	0.02%	357
2021 Q4	$955K	Hold	15,996	–	–	0.08%	189
2021 Q3	$912K	Buy	+15,996	New	+$952K	0.1%	131

Other funds holding BBEU

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Robertson Stephens Wealth Management reduced its JPMorgan BetaBuilders Europe ETF (BBEU) stake by 2.1% in Q2 2026, selling an estimated $212K and leaving 128,386 shares worth $9.98M. The position accounts for 0.25% of the portfolio, ranked #74.

Robertson Stephens Wealth Management first reported a position in BBEU in Q3 2021 and has held it in 9 quarters since. 191 funds tracked by Wall St. Rank hold BBEU as of Q2 2026.

Robertson Stephens Wealth Management held 128,386 shares of JPMorgan BetaBuilders Europe ETF worth $9.98M as of Q2 2026.
Robertson Stephens Wealth Management sold 2,767 JPMorgan BetaBuilders Europe ETF shares in Q2 2026, an estimated $212K.
JPMorgan BetaBuilders Europe ETF made up 0.25% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #74 holding.
Robertson Stephens Wealth Management first reported a position in JPMorgan BetaBuilders Europe ETF in Q3 2021 and has held it in 9 quarters since.
191 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q2 2026.

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