Betterment LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $952K | Buy |
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|
2024
Q4 | $813K | Sell |
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|
2024
Q3 | $926K | Sell |
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|
2024
Q2 | $886K | Sell |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $334K | Buy |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $539K | Buy |
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|
2022
Q3 | $321K | Hold |
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|
2022
Q2 | $321K | Buy |
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