Betterment LLC
DMXF icon

Betterment LLC’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Betterment LLC’s Portfolio DMXF Stock Details DMXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$421K Sell
4,973
-1,662
-25% -$136K ﹤0.01% 518
2026
Q1 		$501K Sell
6,635
-2,254
-25% -$176K ﹤0.01% 436
2025
Q4 		$668K Sell
8,889
-360
-4% -$27.5K ﹤0.01% 356
2025
Q3 		$701K Sell
9,249
-479
-5% -$35.7K ﹤0.01% 332
2025
Q2 		$724K Buy
9,728
+46
+0.5% +$3.25K ﹤0.01% 307
2025
Q1 		$652K Sell
9,682
-652
-6% -$44.2K ﹤0.01% 304
2024
Q4 		$668K Buy
10,334
+590
+6% +$40.1K ﹤0.01% 290
2024
Q3 		$702K Sell
9,744
-860
-8% -$59.5K ﹤0.01% 272
2024
Q2 		$715K Buy
10,604
+4,169
+65% +$282K ﹤0.01% 251
2024
Q1 		$438K Sell
6,435
-40
-0.6% -$2.62K ﹤0.01% 274
2023
Q4 		$414K Sell
6,475
-191
-3% -$11.3K ﹤0.01% 243
2023
Q3 		$381K Buy
6,666
+101
+2% +$6.04K ﹤0.01% 237
2023
Q2 		$400K Sell
6,565
-13
-0.2% -$787 ﹤0.01% 216
2023
Q1 		$392K Sell
6,578
-868
-12% -$50.4K ﹤0.01% 215
2022
Q4 		$404K Buy
7,446
+255
+4% +$13.2K ﹤0.01% 205
2022
Q3 		$375K Hold
7,191
– – ﹤0.01% 194
2022
Q2 		$375K Buy
7,191
+448
+7% +$25.2K ﹤0.01% 194
2022
Q1 		$411K Sell
6,743
-99
-1% -$6.27K ﹤0.01% 185
2021
Q4 		$471K Buy
6,842
+561
+9% +$38.6K ﹤0.01% 165
2021
Q3 		$426K Buy
6,281
+2,370
+61% +$165K ﹤0.01% 160
2021
Q2 		$265K Buy
+3,911
New +$265K ﹤0.01% 157

Other funds holding DMXF

NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Betterment LLC's DMXF Position: Q2 2026 in Review

Betterment LLC reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 25% in Q2 2026, selling an estimated $136K and leaving 4,973 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Betterment LLC first reported a position in DMXF in Q2 2021 and has held it in 21 quarters since. The position peaked at $724K in Q2 2025. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

  • Betterment LLC held 4,973 shares of iShares ESG Advanced MSCI EAFE ETF worth $421K as of Q2 2026.
  • Betterment LLC sold 1,662 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $136K.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #518 holding.
  • Betterment LLC first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
  • Betterment LLC's iShares ESG Advanced MSCI EAFE ETF position peaked at $724K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

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