Betterment LLC’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.2M | Sell |
1,376,427
-28,953
| -2% | -$1.37M | 0.14% | 54 |
|
|
2025
Q1 | $60.4M | Sell |
1,405,380
-30,408
| -2% | -$1.31M | 0.14% | 51 |
|
|
2024
Q4 | $57.2M | Buy |
1,435,788
+110,113
| +8% | +$4.38M | 0.14% | 51 |
|
|
2024
Q3 | $58M | Buy |
1,325,675
+26,928
| +2% | +$1.18M | 0.14% | 51 |
|
|
2024
Q2 | $53M | Buy |
1,298,747
+61,562
| +5% | +$2.51M | 0.14% | 50 |
|
|
2024
Q1 | $51.5M | Buy |
1,237,185
+45,458
| +4% | +$1.89M | 0.14% | 45 |
|
|
2023
Q4 | $46.5M | Buy |
1,191,727
+11,457
| +1% | +$447K | 0.13% | 42 |
|
|
2023
Q3 | $41.9M | Buy |
1,180,270
+25,254
| +2% | +$896K | 0.13% | 42 |
|
|
2023
Q2 | $43.5M | Buy |
1,155,016
+30,897
| +3% | +$1.16M | 0.13% | 42 |
|
|
2023
Q1 | $41.6M | Buy |
1,124,119
+557,266
| +98% | +$20.6M | 0.13% | 42 |
|
|
2022
Q4 | $38.6M | Buy |
566,853
+24,897
| +5% | +$1.69M | 0.13% | 40 |
|
|
2022
Q3 | $35.5M | Hold |
541,956
| – | – | 0.13% | 39 |
|
|
2022
Q2 | $35.5M | Buy |
541,956
+53,007
| +11% | +$3.47M | 0.13% | 39 |
|
|
2022
Q1 | $37.6M | Buy |
488,949
+55,021
| +13% | +$4.23M | 0.12% | 39 |
|
|
2021
Q4 | $36.4M | Buy |
433,928
+60,544
| +16% | +$5.08M | 0.11% | 38 |
|
|
2021
Q3 | $30.9M | Buy |
373,384
+80,447
| +27% | +$6.65M | 0.1% | 38 |
|
|
2021
Q2 | $24.5M | Buy |
292,937
+87,897
| +43% | +$7.34M | 0.08% | 40 |
|
|
2021
Q1 | $16.5M | Buy |
205,040
+92,420
| +82% | +$7.42M | 0.06% | 41 |
|
|
2020
Q4 | $8.78M | Buy |
+112,620
| New | +$8.78M | 0.04% | 52 |
|