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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35M Sell
2025
Q1
$1.7M Sell
2024
Q4
$2.28M Buy
2024
Q3
$2.4M Buy
2024
Q2
$2.19M Buy
2024
Q1
$1.58M Buy
2023
Q4
$1.32M Buy
2023
Q3
$926K Buy
2023
Q2
$580K Buy
2023
Q1
$281K Buy
2022
Q4
$238K Buy
2022
Q2
Sell
2022
Q1
$223K Buy