Betterment LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
5,004
-1,660
| -25% | -$186K | ﹤0.01% | 341 |
|
|
2025
Q1 | $666K | Buy |
6,664
+822
| +14% | +$82.2K | ﹤0.01% | 301 |
|
|
2024
Q4 | $566K | Sell |
5,842
-109
| -2% | -$10.6K | ﹤0.01% | 310 |
|
|
2024
Q3 | $641K | Buy |
5,951
+61
| +1% | +$6.57K | ﹤0.01% | 287 |
|
|
2024
Q2 | $603K | Sell |
5,890
-4,394
| -43% | -$450K | ﹤0.01% | 266 |
|
|
2024
Q1 | $1.07M | Buy |
10,284
+1,365
| +15% | +$142K | ﹤0.01% | 195 |
|
|
2023
Q4 | $864K | Sell |
8,919
-1,620
| -15% | -$157K | ﹤0.01% | 192 |
|
|
2023
Q3 | $910K | Buy |
10,539
+6,281
| +148% | +$542K | ﹤0.01% | 175 |
|
|
2023
Q2 | $406K | Buy |
4,258
+801
| +23% | +$76.4K | ﹤0.01% | 214 |
|
|
2023
Q1 | $324K | Sell |
3,457
-2,402
| -41% | -$225K | ﹤0.01% | 226 |
|
|
2022
Q4 | $491K | Buy |
5,859
+1,545
| +36% | +$129K | ﹤0.01% | 186 |
|
|
2022
Q3 | $347K | Hold |
4,314
| – | – | ﹤0.01% | 198 |
|
|
2022
Q2 | $347K | Buy |
+4,314
| New | +$347K | ﹤0.01% | 198 |
|