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
Q2 		$408M Buy
3,972,639
+53,748
+1% +$5.46M 0.69% 28
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC's ESGD Position: Q2 2026 in Review

Betterment LLC increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.4% in Q2 2026, buying an estimated $5.46M and bringing the position to 3,972,639 shares worth $408M. The position accounts for 0.69% of the portfolio, ranked #28.

Betterment LLC first reported a position in ESGD in Q1 2020 and has held it in 26 quarters since. 756 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Betterment LLC held 3,972,639 shares of iShares ESG Aware MSCI EAFE ETF worth $408M as of Q2 2026.
  • Betterment LLC bought 53,748 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $5.46M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.69% of Betterment LLC's portfolio in Q2 2026, its #28 holding.
  • Betterment LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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