Betterment LLC
EFA icon

Betterment LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

Betterment LLC’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
11,289
+409
+4% +$42.1K ﹤0.01% 323
2026
Q1 		$1.06M Buy
10,880
+263
+2% +$26.3K ﹤0.01% 317
2025
Q4 		$1.02M Sell
10,617
-3,339
-24% -$317K ﹤0.01% 296
2025
Q3 		$1.3M Sell
13,956
-1,147
-8% -$104K ﹤0.01% 268
2025
Q2 		$1.35M Sell
15,103
-5,646
-27% -$482K ﹤0.01% 247
2025
Q1 		$1.7M Sell
20,749
-9,422
-31% -$759K ﹤0.01% 217
2024
Q4 		$2.28M Buy
30,171
+1,533
+5% +$121K 0.01% 191
2024
Q3 		$2.4M Buy
28,638
+634
+2% +$51K 0.01% 170
2024
Q2 		$2.19M Buy
28,004
+8,157
+41% +$646K 0.01% 164
2024
Q1 		$1.58M Buy
19,847
+2,292
+13% +$175K ﹤0.01% 167
2023
Q4 		$1.32M Buy
17,555
+4,118
+31% +$291K ﹤0.01% 152
2023
Q3 		$926K Buy
13,437
+5,442
+68% +$390K ﹤0.01% 172
2023
Q2 		$580K Buy
7,995
+4,066
+103% +$295K ﹤0.01% 188
2023
Q1 		$281K Buy
3,929
+299
+8% +$20.9K ﹤0.01% 236
2022
Q4 		$238K Buy
+3,630
New +$227K ﹤0.01% 237
2022
Q2 		– Sell
-3,030
Closed -$223K – 225
2022
Q1 		$223K Buy
+3,030
New +$227K ﹤0.01% 218

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Betterment LLC's EFA Position: Q2 2026 in Review

Betterment LLC increased its iShares MSCI EAFE ETF (EFA) stake by 3.8% in Q2 2026, buying an estimated $42.1K and bringing the position to 11,289 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Betterment LLC first reported a position in EFA in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.4M in Q3 2024. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Betterment LLC held 11,289 shares of iShares MSCI EAFE ETF worth $1.17M as of Q2 2026.
  • Betterment LLC bought 409 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $42.1K.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #323 holding.
  • Betterment LLC first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 16 quarters since.
  • Betterment LLC's iShares MSCI EAFE ETF position peaked at $2.4M in Q3 2024.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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