Betterment LLC
ESGD icon

Betterment LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Betterment LLC’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$375M Sell
3,918,891
-28,114
-0.7% -$2.78M 0.71% 27
2025
Q4 		$375M Buy
3,947,005
+58,297
+1% +$5.5M 0.72% 26
2025
Q3 		$362M Buy
3,888,708
+32,544
+0.8% +$2.94M 0.71% 26
2025
Q2 		$344M Buy
3,856,164
+560,676
+17% +$47.8M 0.73% 26
2025
Q1 		$269M Sell
3,295,488
-108,432
-3% -$8.75M 0.64% 26
2024
Q4 		$259M Buy
3,403,920
+53,721
+2% +$4.27M 0.62% 25
2024
Q3 		$282M Sell
3,350,199
-7,142
-0.2% -$577K 0.67% 25
2024
Q2 		$264M Sell
3,357,341
-657,040
-16% -$52.2M 0.69% 24
2024
Q1 		$321M Buy
4,014,381
+177,858
+5% +$13.6M 0.86% 22
2023
Q4 		$290M Buy
3,836,523
+117,099
+3% +$8.29M 0.83% 20
2023
Q3 		$257M Buy
3,719,424
+78,418
+2% +$5.65M 0.81% 20
2023
Q2 		$266M Buy
3,641,006
+128,613
+4% +$9.38M 0.82% 21
2023
Q1 		$252M Sell
3,512,393
-35,514
-1% -$2.49M 0.82% 21
2022
Q4 		$233M Buy
3,547,907
+152,066
+4% +$9.55M 0.8% 20
2022
Q3 		$213M Hold
3,395,841
– – 0.76% 22
2022
Q2 		$213M Buy
3,395,841
+224,516
+7% +$15.3M 0.76% 22
2022
Q1 		$234M Buy
3,171,325
+128,950
+4% +$9.71M 0.74% 23
2021
Q4 		$242M Buy
3,042,375
+390,992
+15% +$31.1M 0.75% 21
2021
Q3 		$208M Buy
2,651,383
+304,304
+13% +$24.4M 0.69% 20
2021
Q2 		$185M Buy
2,347,079
+386,749
+20% +$30.8M 0.63% 20
2021
Q1 		$149M Buy
1,960,330
+439,163
+29% +$33.1M 0.56% 24
2020
Q4 		$111M Buy
1,521,167
+262,906
+21% +$18M 0.47% 25
2020
Q3 		$79.9M Buy
1,258,261
+228,662
+22% +$14.6M 0.39% 27
2020
Q2 		$62.4M Buy
1,029,599
+345,331
+50% +$19.8M 0.33% 29
2020
Q1 		$36.4M Buy
+684,268
New +$43.1M 0.23% 29

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC's ESGD Position: Q1 2026 in Review

Betterment LLC reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.71% in Q1 2026, selling an estimated $2.78M and leaving 3,918,891 shares worth $375M. The position accounts for 0.71% of the portfolio, ranked #27.

Betterment LLC first reported a position in ESGD in Q1 2020 and has held it in 25 quarters since. The position peaked at $375M in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Betterment LLC held 3,918,891 shares of iShares ESG Aware MSCI EAFE ETF worth $375M as of Q1 2026.
  • Betterment LLC sold 28,114 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $2.78M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.71% of Betterment LLC's portfolio in Q1 2026, its #27 holding.
  • Betterment LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 25 quarters since.
  • Betterment LLC's iShares ESG Aware MSCI EAFE ETF position peaked at $375M in Q4 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.