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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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