Betterment LLC’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Betterment LLC’s Portfolio EEMV Stock Details EEMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$824K	Sell	10,945 -422	-4%	-$30.4K	﹤0.01%	391
2026 Q1	$736K	Sell	11,367 -306	-3%	-$20.3K	﹤0.01%	372
2025 Q4	$748K	Buy	11,673 +2,193	+23%	+$141K	﹤0.01%	343
2025 Q3	$605K	Buy	9,480 +4,911	+107%	+$311K	﹤0.01%	352
2025 Q2	$287K	Buy	+4,569	New	+$275K	﹤0.01%	436
2023 Q2	–	Sell	-62,204	Closed	-$3.4M	–	284
2023 Q1	$3.4M	Sell	62,204 -4,187	-6%	-$227K	0.01%	101
2022 Q4	$3.52M	Sell	66,391 -6,431	-9%	-$336K	0.01%	98
2022 Q3	$4.04M	Hold	72,822	–	–	0.01%	93
2022 Q2	$4.04M	Sell	72,822 -5,259	-7%	-$304K	0.01%	93
2022 Q1	$4.76M	Sell	78,081 -15,296	-16%	-$949K	0.02%	90
2021 Q4	$5.87M	Sell	93,377 -9,008	-9%	-$568K	0.02%	79
2021 Q3	$6.42M	Sell	102,385 -11,011	-10%	-$693K	0.02%	68
2021 Q2	$7.28M	Buy	+113,396	New	+$7.24M	0.02%	65

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC's EEMV Position: Q2 2026 in Review

Betterment LLC reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 3.7% in Q2 2026, selling an estimated $30.4K and leaving 10,945 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Betterment LLC first reported a position in EEMV in Q2 2021 and has held it in 13 quarters since. The position peaked at $7.28M in Q2 2021. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Betterment LLC held 10,945 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $824K as of Q2 2026.
Betterment LLC sold 422 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $30.4K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #391 holding.
Betterment LLC first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2021 and has held it in 13 quarters since.
Betterment LLC's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.28M in Q2 2021.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

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