Betterment LLC’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
15,103
-5,646
| -27% | -$505K | ﹤0.01% | 247 |
|
|
2025
Q1 | $1.7M | Sell |
20,749
-9,422
| -31% | -$770K | ﹤0.01% | 217 |
|
|
2024
Q4 | $2.28M | Buy |
30,171
+1,533
| +5% | +$116K | 0.01% | 191 |
|
|
2024
Q3 | $2.4M | Buy |
28,638
+634
| +2% | +$53K | 0.01% | 170 |
|
|
2024
Q2 | $2.19M | Buy |
28,004
+8,157
| +41% | +$639K | 0.01% | 164 |
|
|
2024
Q1 | $1.59M | Buy |
19,847
+2,292
| +13% | +$183K | ﹤0.01% | 167 |
|
|
2023
Q4 | $1.32M | Buy |
17,555
+4,118
| +31% | +$310K | ﹤0.01% | 152 |
|
|
2023
Q3 | $926K | Buy |
13,437
+5,442
| +68% | +$375K | ﹤0.01% | 172 |
|
|
2023
Q2 | $580K | Buy |
7,995
+4,066
| +103% | +$295K | ﹤0.01% | 188 |
|
|
2023
Q1 | $281K | Buy |
3,929
+299
| +8% | +$21.4K | ﹤0.01% | 236 |
|
|
2022
Q4 | $238K | Buy |
+3,630
| New | +$238K | ﹤0.01% | 237 |
|
|
2022
Q2 | – | Sell |
-3,030
| Closed | -$223K | – | 225 |
|
|
2022
Q1 | $223K | Buy |
+3,030
| New | +$223K | ﹤0.01% | 218 |
|