Betterment LLC
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Betterment LLC’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Betterment LLC’s Portfolio AAXJ Stock Details AAXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51M Buy
12,648
+1,266
+11% +$143K ﹤0.01% 295
2026
Q1 		$1.1M Buy
11,382
+528
+5% +$52.9K ﹤0.01% 313
2025
Q4 		$1.01M Buy
10,854
+217
+2% +$20.2K ﹤0.01% 297
2025
Q3 		$970K Buy
10,637
+511
+5% +$44.1K ﹤0.01% 291
2025
Q2 		$837K Sell
10,126
-21
-0.2% -$1.61K ﹤0.01% 287
2025
Q1 		$751K Sell
10,147
-13
-0.1% -$962 ﹤0.01% 290
2024
Q4 		$733K Buy
10,160
+224
+2% +$17K ﹤0.01% 282
2024
Q3 		$779K Buy
9,936
+137
+1% +$9.96K ﹤0.01% 261
2024
Q2 		$705K Buy
9,799
+293
+3% +$20.5K ﹤0.01% 252
2024
Q1 		$644K Buy
9,506
+1,108
+13% +$72.6K ﹤0.01% 237
2023
Q4 		$559K Buy
8,398
+1,068
+15% +$68.6K ﹤0.01% 221
2023
Q3 		$465K Buy
7,330
+1,302
+22% +$86.4K ﹤0.01% 220
2023
Q2 		$401K Buy
6,028
+470
+8% +$31.4K ﹤0.01% 215
2023
Q1 		$377K Buy
5,558
+145
+3% +$9.9K ﹤0.01% 217
2022
Q4 		$351K Buy
5,413
+903
+20% +$55.8K ﹤0.01% 216
2022
Q3 		$312K Hold
4,510
– – ﹤0.01% 205
2022
Q2 		$312K Buy
4,510
+892
+25% +$63K ﹤0.01% 205
2022
Q1 		$271K Buy
+3,618
New +$287K ﹤0.01% 207

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC's AAXJ Position: Q2 2026 in Review

Betterment LLC increased its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 11% in Q2 2026, buying an estimated $143K and bringing the position to 12,648 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Betterment LLC first reported a position in AAXJ in Q1 2022 and has held it in 18 quarters since. 221 funds tracked by Wall St. Rank hold AAXJ as of Q2 2026.

  • Betterment LLC held 12,648 shares of iShares MSCI All Country Asia ex Japan ETF worth $1.51M as of Q2 2026.
  • Betterment LLC bought 1,266 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2026, an estimated $143K.
  • iShares MSCI All Country Asia ex Japan ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #295 holding.
  • Betterment LLC first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2022 and has held it in 18 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.