Betterment LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344M | Buy |
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|
2025
Q1 | $269M | Sell |
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|
2024
Q4 | $259M | Buy |
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|
2024
Q3 | $282M | Sell |
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|
2024
Q2 | $264M | Sell |
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|
2024
Q1 | $321M | Buy |
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|
2023
Q4 | $290M | Buy |
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|
2023
Q3 | $257M | Buy |
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|
2023
Q2 | $266M | Buy |
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|
2023
Q1 | $252M | Sell |
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|
2022
Q4 | $233M | Buy |
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|
2022
Q3 | $213M | Hold |
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|
2022
Q2 | $213M | Buy |
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|
2022
Q1 | $234M | Buy |
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|
2021
Q4 | $242M | Buy |
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|
2021
Q3 | $208M | Buy |
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|
2021
Q2 | $185M | Buy |
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|
2021
Q1 | $149M | Buy |
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|
2020
Q4 | $111M | Buy |
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|
2020
Q3 | $79.9M | Buy |
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|
2020
Q2 | $62.4M | Buy |
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|
2020
Q1 | $36.4M | Buy |
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