Squar Milner Financial Services’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-278	Closed	-$10K	–	255
2020 Q1	$10K	Buy	278 +223	+405%	+$10.6K	0.01%	537
2019 Q4	$2K	Buy	+55	New	+$2.78K	﹤0.01%	726
2019 Q3	–	Sell	-129	Closed	-$7K	–	261
2019 Q2	$7K	Buy	129 +43	+50%	+$2.2K	﹤0.01%	546
2019 Q1	$4K	Buy	86 +9	+12%	+$442	﹤0.01%	681
2018 Q4	$4K	Buy	+77	New	+$3.57K	﹤0.01%	584

Other funds holding BBAX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Squar Milner Financial Services's BBAX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q2 2020, closing a stake of 278 shares — an estimated $10K sold.

Squar Milner Financial Services first reported a position in BBAX in Q4 2018 and held it in 5 quarters. The position peaked at $10K in Q1 2020. 37 funds tracked by Wall St. Rank hold BBAX as of Q2 2020.

Squar Milner Financial Services reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 278 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q2 2020, an estimated $10K.
Squar Milner Financial Services first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q4 2018 and held it in 5 quarters.
Squar Milner Financial Services's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $10K in Q1 2020.
37 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.