Betterment LLC’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Betterment LLC’s Portfolio EFAV Stock Details EFAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.56M	Buy	17,805 +339	+2%	+$30.8K	﹤0.01%	288
2026 Q1	$1.6M	Sell	17,466 -423	-2%	-$38.2K	﹤0.01%	264
2025 Q4	$1.54M	Buy	17,889 +2,651	+17%	+$227K	﹤0.01%	258
2025 Q3	$1.29M	Buy	15,238 +6,911	+83%	+$583K	﹤0.01%	271
2025 Q2	$700K	Buy	+8,327	New	+$681K	﹤0.01%	313

Other funds holding EFAV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Betterment LLC's EFAV Position: Q2 2026 in Review

Betterment LLC increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.9% in Q2 2026, buying an estimated $30.8K and bringing the position to 17,805 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Betterment LLC first reported a position in EFAV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.6M in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Betterment LLC held 17,805 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.56M as of Q2 2026.
Betterment LLC bought 339 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $30.8K.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #288 holding.
Betterment LLC first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
Betterment LLC's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.6M in Q1 2026.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

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