Betterment LLC
EEM icon

Betterment LLC’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Betterment LLC’s Portfolio EEM Stock Details EEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$756K Buy
13,318
+1,669
+14% +$98.2K ﹤0.01% 367
2025
Q4 		$637K Buy
11,649
+3,005
+35% +$163K ﹤0.01% 362
2025
Q3 		$462K Buy
8,644
+43
+0.5% +$2.16K ﹤0.01% 400
2025
Q2 		$415K Buy
8,601
+97
+1% +$4.36K ﹤0.01% 391
2025
Q1 		$372K Buy
8,504
+1,173
+16% +$50.9K ﹤0.01% 373
2024
Q4 		$307K Buy
7,331
+1,478
+25% +$65.5K ﹤0.01% 383
2024
Q3 		$268K Buy
+5,853
New +$252K ﹤0.01% 383
2020
Q2 		– Sell
-11,117
Closed -$379K – 116
2020
Q1 		$379K Buy
11,117
+1,508
+16% +$61.9K ﹤0.01% 97
2019
Q4 		$431K Sell
9,609
-904
-9% -$38.8K ﹤0.01% 96
2019
Q3 		$451K Hold
10,513
– – ﹤0.01% 91
2019
Q2 		$451K Buy
10,513
+1,956
+23% +$83K ﹤0.01% 91
2019
Q1 		$367K Buy
8,557
+216
+3% +$9.09K ﹤0.01% 93
2018
Q4 		$326K Buy
+8,341
New +$334K ﹤0.01% 90
2017
Q3 		– Sell
-22,970
Closed -$951K – 85
2017
Q2 		$951K Sell
22,970
-57,439
-71% -$2.34M 0.01% 44
2017
Q1 		$3.17M Sell
80,409
-118,429
-60% -$4.5M 0.04% 32
2016
Q4 		$6.96M Sell
198,838
-20,657
-9% -$745K 0.1% 27
2016
Q3 		$8.22M Buy
219,495
+15,421
+8% +$564K 0.14% 25
2016
Q2 		$7.01M Buy
204,074
+39,034
+24% +$1.31M 0.14% 25
2016
Q1 		$5.65M Buy
165,040
+51,816
+46% +$1.61M 0.14% 25
2015
Q4 		$3.65M Buy
113,224
+64,049
+130% +$2.2M 0.11% 24
2015
Q3 		$1.61M Buy
49,175
+19,103
+64% +$675K 0.06% 29
2015
Q2 		$1.19M Buy
30,072
+14,684
+95% +$614K 0.05% 31
2015
Q1 		$618K Buy
15,388
+9,882
+179% +$393K 0.04% 28
2014
Q4 		$216K Buy
+5,506
New +$224K 0.02% 26

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Betterment LLC's EEM Position: Q1 2026 in Review

Betterment LLC increased its iShares MSCI Emerging Markets ETF (EEM) stake by 14% in Q1 2026, buying an estimated $98.2K and bringing the position to 13,318 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Betterment LLC first reported a position in EEM in Q4 2014 and has held it in 24 quarters since. The position peaked at $8.22M in Q3 2016. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Betterment LLC held 13,318 shares of iShares MSCI Emerging Markets ETF worth $756K as of Q1 2026.
  • Betterment LLC bought 1,669 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $98.2K.
  • iShares MSCI Emerging Markets ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #367 holding.
  • Betterment LLC first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and has held it in 24 quarters since.
  • Betterment LLC's iShares MSCI Emerging Markets ETF position peaked at $8.22M in Q3 2016.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.