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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC's EEMV Position: Q1 2026 in Review

Betterment LLC reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 2.6% in Q1 2026, selling an estimated $20.3K and leaving 11,367 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Betterment LLC first reported a position in EEMV in Q2 2021 and has held it in 12 quarters since. The position peaked at $7.28M in Q2 2021. 344 funds tracked by Wall St. Rank hold EEMV as of Q1 2026.

Betterment LLC held 11,367 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $736K as of Q1 2026.
Betterment LLC sold 306 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2026, an estimated $20.3K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #372 holding.
Betterment LLC first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2021 and has held it in 12 quarters since.
Betterment LLC's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.28M in Q2 2021.
344 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2026.

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