RSWM
Robertson Stephens Wealth Management’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Sell |
77,671
-6,561
| -8% | -$443K | 0.17% | 98 |
|
|
2025
Q1 | $5.21M | Buy |
+84,232
| New | +$5.21M | 0.18% | 101 |
|
|
2022
Q2 | – | Sell |
-4,148
| Closed | -$227K | – | 374 |
|
|
2022
Q1 | $227K | Sell |
4,148
-11,848
| -74% | -$648K | 0.02% | 356 |
|
|
2021
Q4 | $955K | Hold |
15,996
| – | – | 0.08% | 188 |
|
|
2021
Q3 | $912K | Buy |
+15,996
| New | +$912K | 0.1% | 130 |
|