Betterment LLC’s iShares MSCI ACWI ETF ACWI Stock Holding History

Betterment LLC’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,584	Closed	-$332K	–	523
2025 Q2	$332K	Buy	+2,584	New	+$310K	﹤0.01%	418

Other funds holding ACWI

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Betterment LLC's ACWI Position: Q3 2025 in Review

Betterment LLC sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2025, closing a stake of 2,584 shares — an estimated $332K sold.

Betterment LLC first reported a position in ACWI in Q2 2025 and held it in 1 quarter. The position peaked at $332K in Q2 2025. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

Betterment LLC reported no remaining iShares MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
Betterment LLC sold 2,584 iShares MSCI ACWI ETF shares in Q3 2025, an estimated $332K.
Betterment LLC first reported a position in iShares MSCI ACWI ETF in Q2 2025 and held it in 1 quarter.
Betterment LLC's iShares MSCI ACWI ETF position peaked at $332K in Q2 2025.
757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on Betterment LLC's 13F filing for Q3 2025, filed 13 Nov 2025.