Betterment LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
17,383
+1,224
| +8% | +$77.7K | ﹤0.01% | 270 |
|
|
2025
Q1 | $952K | Buy |
16,159
+658
| +4% | +$38.8K | ﹤0.01% | 259 |
|
|
2024
Q4 | $813K | Sell |
15,501
-591
| -4% | -$31K | ﹤0.01% | 271 |
|
|
2024
Q3 | $926K | Sell |
16,092
-610
| -4% | -$35.1K | ﹤0.01% | 245 |
|
|
2024
Q2 | $886K | Sell |
16,702
-10,107
| -38% | -$536K | ﹤0.01% | 234 |
|
|
2024
Q1 | $1.46M | Buy |
26,809
+3,208
| +14% | +$174K | ﹤0.01% | 175 |
|
|
2023
Q4 | $1.23M | Buy |
23,601
+2,862
| +14% | +$149K | ﹤0.01% | 159 |
|
|
2023
Q3 | $1.02M | Buy |
20,739
+13,907
| +204% | +$681K | ﹤0.01% | 161 |
|
|
2023
Q2 | $334K | Buy |
6,832
+1,950
| +40% | +$95.3K | ﹤0.01% | 240 |
|
|
2023
Q1 | $237K | Sell |
4,882
-6,857
| -58% | -$333K | ﹤0.01% | 250 |
|
|
2022
Q4 | $539K | Buy |
11,739
+4,349
| +59% | +$200K | ﹤0.01% | 179 |
|
|
2022
Q3 | $321K | Hold |
7,390
| – | – | ﹤0.01% | 201 |
|
|
2022
Q2 | $321K | Buy |
+7,390
| New | +$321K | ﹤0.01% | 201 |
|