Betterment LLC
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Betterment LLC’s Xtrackers Harvest CSI 300 China A-Shares ETF ASHR Stock Holding History

Betterment LLC’s Portfolio ASHR Stock Details ASHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$567K Sell
15,465
-426
-3% -$15K ﹤0.01% 448
2026
Q1 		$519K Buy
15,891
+53
+0.3% +$1.78K ﹤0.01% 428
2025
Q4 		$520K Sell
15,838
-709
-4% -$23.3K ﹤0.01% 397
2025
Q3 		$546K Sell
16,547
-391
-2% -$11.8K ﹤0.01% 369
2025
Q2 		$466K Sell
16,938
-733
-4% -$19.3K ﹤0.01% 367
2025
Q1 		$470K Sell
17,671
-492
-3% -$13K ﹤0.01% 339
2024
Q4 		$481K Sell
18,163
-191
-1% -$5.33K ﹤0.01% 331
2024
Q3 		$525K Buy
18,354
+1,495
+9% +$35.3K ﹤0.01% 305
2024
Q2 		$397K Buy
16,859
+1,490
+10% +$36.5K ﹤0.01% 313
2024
Q1 		$370K Buy
15,369
+5,114
+50% +$120K ﹤0.01% 288
2023
Q4 		$245K Sell
10,255
-389
-4% -$9.61K ﹤0.01% 294
2023
Q3 		$277K Sell
10,644
-1,274
-11% -$34.1K ﹤0.01% 265
2023
Q2 		$319K Buy
11,918
+976
+9% +$27.6K ﹤0.01% 242
2023
Q1 		$323K Buy
10,942
+300
+3% +$8.99K ﹤0.01% 227
2022
Q4 		$298K Buy
10,642
+1,444
+16% +$39.3K ﹤0.01% 223
2022
Q3 		$314K Hold
9,198
– – ﹤0.01% 204
2022
Q2 		$314K Sell
9,198
-192
-2% -$6K ﹤0.01% 204
2022
Q1 		$311K Buy
9,390
+590
+7% +$21.2K ﹤0.01% 196
2021
Q4 		$344K Buy
8,800
+1,055
+14% +$41K ﹤0.01% 178
2021
Q3 		$295K Buy
7,745
+418
+6% +$16.1K ﹤0.01% 174
2021
Q2 		$297K Sell
7,327
-69
-0.9% -$2.75K ﹤0.01% 152
2021
Q1 		$286K Buy
7,396
+200
+3% +$8.34K ﹤0.01% 127
2020
Q4 		$288K Sell
7,196
-3,050
-30% -$114K ﹤0.01% 119
2020
Q3 		$353K Sell
10,246
-218
-2% -$7.48K ﹤0.01% 103
2020
Q2 		$311K Sell
10,464
-463
-4% -$12.8K ﹤0.01% 109
2020
Q1 		$283K Sell
10,927
-61
-0.6% -$1.73K ﹤0.01% 103
2019
Q4 		$326K Sell
10,988
-205
-2% -$5.78K ﹤0.01% 101
2019
Q3 		$315K Hold
11,193
– – ﹤0.01% 104
2019
Q2 		$315K Buy
11,193
+2,672
+31% +$74.5K ﹤0.01% 104
2019
Q1 		$245K Buy
+8,521
New +$218K ﹤0.01% 101

Other funds holding ASHR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC's ASHR Position: Q2 2026 in Review

Betterment LLC reduced its Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) stake by 2.7% in Q2 2026, selling an estimated $15K and leaving 15,465 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Betterment LLC first reported a position in ASHR in Q1 2019 and has held it in 30 quarters since. 147 funds tracked by Wall St. Rank hold ASHR as of Q2 2026.

  • Betterment LLC held 15,465 shares of Xtrackers Harvest CSI 300 China A-Shares ETF worth $567K as of Q2 2026.
  • Betterment LLC sold 426 Xtrackers Harvest CSI 300 China A-Shares ETF shares in Q2 2026, an estimated $15K.
  • Xtrackers Harvest CSI 300 China A-Shares ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #448 holding.
  • Betterment LLC first reported a position in Xtrackers Harvest CSI 300 China A-Shares ETF in Q1 2019 and has held it in 30 quarters since.
  • 147 funds tracked by Wall St. Rank held Xtrackers Harvest CSI 300 China A-Shares ETF as of Q2 2026.

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