Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BOSTON PRIVATE WEALTH LLC 02-15-2022 12-31-2021 1525 6,097,717,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
JPMorgan BetaBuilders Japan ET ETF 401 $802,000 14,559 0.01 14,559 +Inf 12-31-2021
iShares U.S. Technology ETF ETF 402 $800,000 6,972 0.01 0.01 0 0.00 12-31-2021
Shopify Inc COM 403 $796,000 578 0.01 0.01 -121 -17.31 12-31-2021
iShares S&P Small-Cap 600 Grow ETF 404 $794,000 5,725 0.01 0.01 -99 -1.70 12-31-2021
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