Betterment LLC
EFG icon

Betterment LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Betterment LLC’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$679K Buy
5,460
+370
+7% +$44.6K ﹤0.01% 422
2026
Q1 		$567K Sell
5,090
-263
-5% -$30.9K ﹤0.01% 412
2025
Q4 		$610K Buy
5,353
+373
+7% +$42.8K ﹤0.01% 368
2025
Q3 		$567K Sell
4,980
-24
-0.5% -$2.67K ﹤0.01% 361
2025
Q2 		$560K Sell
5,004
-1,660
-25% -$175K ﹤0.01% 341
2025
Q1 		$666K Buy
6,664
+822
+14% +$83.8K ﹤0.01% 301
2024
Q4 		$566K Sell
5,842
-109
-2% -$11.1K ﹤0.01% 310
2024
Q3 		$641K Buy
5,951
+61
+1% +$6.33K ﹤0.01% 287
2024
Q2 		$603K Sell
5,890
-4,394
-43% -$449K ﹤0.01% 266
2024
Q1 		$1.07M Buy
10,284
+1,365
+15% +$136K ﹤0.01% 195
2023
Q4 		$864K Sell
8,919
-1,620
-15% -$145K ﹤0.01% 192
2023
Q3 		$910K Buy
10,539
+6,281
+148% +$579K ﹤0.01% 175
2023
Q2 		$406K Buy
4,258
+801
+23% +$76.2K ﹤0.01% 214
2023
Q1 		$324K Sell
3,457
-2,402
-41% -$216K ﹤0.01% 226
2022
Q4 		$491K Buy
5,859
+1,545
+36% +$125K ﹤0.01% 186
2022
Q3 		$347K Hold
4,314
– – ﹤0.01% 198
2022
Q2 		$347K Buy
+4,314
New +$375K ﹤0.01% 198

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Betterment LLC's EFG Position: Q2 2026 in Review

Betterment LLC increased its iShares MSCI EAFE Growth ETF (EFG) stake by 7.3% in Q2 2026, buying an estimated $44.6K and bringing the position to 5,460 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Betterment LLC first reported a position in EFG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.07M in Q1 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Betterment LLC held 5,460 shares of iShares MSCI EAFE Growth ETF worth $679K as of Q2 2026.
  • Betterment LLC bought 370 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $44.6K.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #422 holding.
  • Betterment LLC first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Betterment LLC's iShares MSCI EAFE Growth ETF position peaked at $1.07M in Q1 2024.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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