Betterment LLC’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
8,601
+97
| +1% | +$4.68K | ﹤0.01% | 391 |
|
|
2025
Q1 | $372K | Buy |
8,504
+1,173
| +16% | +$51.3K | ﹤0.01% | 373 |
|
|
2024
Q4 | $307K | Buy |
7,331
+1,478
| +25% | +$61.9K | ﹤0.01% | 383 |
|
|
2024
Q3 | $268K | Buy |
+5,853
| New | +$268K | ﹤0.01% | 383 |
|
|
2020
Q2 | – | Sell |
-11,117
| Closed | -$379K | – | 116 |
|
|
2020
Q1 | $379K | Buy |
11,117
+1,508
| +16% | +$51.4K | ﹤0.01% | 97 |
|
|
2019
Q4 | $431K | Sell |
9,609
-904
| -9% | -$40.5K | ﹤0.01% | 96 |
|
|
2019
Q3 | $451K | Hold |
10,513
| – | – | ﹤0.01% | 91 |
|
|
2019
Q2 | $451K | Buy |
10,513
+1,956
| +23% | +$83.9K | ﹤0.01% | 91 |
|
|
2019
Q1 | $367K | Buy |
8,557
+216
| +3% | +$9.26K | ﹤0.01% | 93 |
|
|
2018
Q4 | $326K | Buy |
+8,341
| New | +$326K | ﹤0.01% | 90 |
|
|
2017
Q3 | – | Sell |
-22,970
| Closed | -$951K | – | 85 |
|
|
2017
Q2 | $951K | Sell |
22,970
-57,439
| -71% | -$2.38M | 0.01% | 44 |
|
|
2017
Q1 | $3.17M | Sell |
80,409
-118,429
| -60% | -$4.66M | 0.04% | 32 |
|
|
2016
Q4 | $6.96M | Sell |
198,838
-20,657
| -9% | -$723K | 0.1% | 27 |
|
|
2016
Q3 | $8.22M | Buy |
219,495
+15,421
| +8% | +$578K | 0.14% | 25 |
|
|
2016
Q2 | $7.01M | Buy |
204,074
+39,034
| +24% | +$1.34M | 0.14% | 25 |
|
|
2016
Q1 | $5.65M | Buy |
165,040
+51,816
| +46% | +$1.77M | 0.14% | 25 |
|
|
2015
Q4 | $3.65M | Buy |
113,224
+64,049
| +130% | +$2.06M | 0.11% | 24 |
|
|
2015
Q3 | $1.61M | Buy |
49,175
+19,103
| +64% | +$626K | 0.06% | 29 |
|
|
2015
Q2 | $1.19M | Buy |
30,072
+14,684
| +95% | +$582K | 0.05% | 31 |
|
|
2015
Q1 | $618K | Buy |
15,388
+9,882
| +179% | +$397K | 0.04% | 28 |
|
|
2014
Q4 | $216K | Buy |
+5,506
| New | +$216K | 0.02% | 26 |
|