Sterling Financial Planning’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-61	Closed	-$3K	–	132
2021 Q3	$3K	Hold	61	–	–	﹤0.01%	392
2021 Q2	$4K	Sell	61 -1	-2%	-$59	﹤0.01%	352
2021 Q1	$3K	Buy	+62	New	+$3.35K	﹤0.01%	346

Other funds holding BBEU

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $2.05B AUM 30.99% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Sterling Financial Planning's BBEU Position: Q4 2021 in Review

Sterling Financial Planning sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q4 2021, closing a stake of 61 shares — an estimated $3K sold.

Sterling Financial Planning first reported a position in BBEU in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 117 funds tracked by Wall St. Rank hold BBEU as of Q4 2021.

Sterling Financial Planning reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 61 JPMorgan BetaBuilders Europe ETF shares in Q4 2021, an estimated $3K.
Sterling Financial Planning first reported a position in JPMorgan BetaBuilders Europe ETF in Q1 2021 and held it in 3 quarters.
Sterling Financial Planning's JPMorgan BetaBuilders Europe ETF position peaked at $4K in Q2 2021.
117 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.