Betterment LLC
ACWV icon

Betterment LLC’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Betterment LLC’s Portfolio ACWV Stock Details ACWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-36,284
Closed -$3.51M – 282
2023
Q1 		$3.51M Sell
36,284
-2,713
-7% -$259K 0.01% 97
2022
Q4 		$3.71M Sell
38,997
-5,128
-12% -$481K 0.01% 96
2022
Q3 		$4.17M Hold
44,125
– – 0.01% 91
2022
Q2 		$4.17M Sell
44,125
-4,227
-9% -$419K 0.01% 91
2022
Q1 		$5.07M Sell
48,352
-6,417
-12% -$662K 0.02% 88
2021
Q4 		$5.93M Sell
54,769
-5,261
-9% -$556K 0.02% 77
2021
Q3 		$6.17M Sell
60,030
-6,213
-9% -$654K 0.02% 73
2021
Q2 		$6.81M Buy
+66,243
New +$6.77M 0.02% 66

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