Betterment LLC
EFV icon

Betterment LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Betterment LLC’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Buy
16,886
+584
+4% +$45.2K ﹤0.01% 314
2026
Q1 		$1.21M Sell
16,302
-1,749
-10% -$131K ﹤0.01% 298
2025
Q4 		$1.29M Sell
18,051
-393
-2% -$27.3K ﹤0.01% 274
2025
Q3 		$1.25M Buy
18,444
+1,061
+6% +$69.9K ﹤0.01% 275
2025
Q2 		$1.1M Buy
17,383
+1,224
+8% +$74.9K ﹤0.01% 270
2025
Q1 		$952K Buy
16,159
+658
+4% +$37.2K ﹤0.01% 259
2024
Q4 		$813K Sell
15,501
-591
-4% -$32.4K ﹤0.01% 271
2024
Q3 		$926K Sell
16,092
-610
-4% -$33.7K ﹤0.01% 245
2024
Q2 		$886K Sell
16,702
-10,107
-38% -$549K ﹤0.01% 234
2024
Q1 		$1.46M Buy
26,809
+3,208
+14% +$167K ﹤0.01% 175
2023
Q4 		$1.23M Buy
23,601
+2,862
+14% +$142K ﹤0.01% 159
2023
Q3 		$1.01M Buy
20,739
+13,907
+204% +$689K ﹤0.01% 161
2023
Q2 		$334K Buy
6,832
+1,950
+40% +$96K ﹤0.01% 240
2023
Q1 		$237K Sell
4,882
-6,857
-58% -$332K ﹤0.01% 250
2022
Q4 		$539K Buy
11,739
+4,349
+59% +$189K ﹤0.01% 179
2022
Q3 		$321K Hold
7,390
– – ﹤0.01% 201
2022
Q2 		$321K Buy
+7,390
New +$352K ﹤0.01% 201

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Betterment LLC's EFV Position: Q2 2026 in Review

Betterment LLC increased its iShares MSCI EAFE Value ETF (EFV) stake by 3.6% in Q2 2026, buying an estimated $45.2K and bringing the position to 16,886 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Betterment LLC first reported a position in EFV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.46M in Q1 2024. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Betterment LLC held 16,886 shares of iShares MSCI EAFE Value ETF worth $1.29M as of Q2 2026.
  • Betterment LLC bought 584 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $45.2K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #314 holding.
  • Betterment LLC first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Betterment LLC's iShares MSCI EAFE Value ETF position peaked at $1.46M in Q1 2024.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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