Betterment LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $145M | Sell |
3,182,530
-71,793
| -2% | -$3.39M | 0.27% | 34 |
|
|
2025
Q4 | $144M | Sell |
3,254,323
-23,435
| -0.7% | -$1.03M | 0.27% | 34 |
|
|
2025
Q3 | $142M | Sell |
3,277,758
-68,784
| -2% | -$2.81M | 0.28% | 34 |
|
|
2025
Q2 | $131M | Buy |
3,346,542
+368,576
| +12% | +$13.3M | 0.28% | 33 |
|
|
2025
Q1 | $104M | Sell |
2,977,966
-413,351
| -12% | -$14.4M | 0.25% | 38 |
|
|
2024
Q4 | $113M | Buy |
3,391,317
+152,352
| +5% | +$5.38M | 0.27% | 39 |
|
|
2024
Q3 | $118M | Buy |
3,238,965
+91,655
| +3% | +$3.13M | 0.28% | 38 |
|
|
2024
Q2 | $106M | Buy |
3,147,310
+160,099
| +5% | +$5.27M | 0.27% | 36 |
|
|
2024
Q1 | $96.3M | Buy |
2,987,211
+271,731
| +10% | +$8.56M | 0.26% | 37 |
|
|
2023
Q4 | $87.1M | Buy |
2,715,480
+81,351
| +3% | +$2.51M | 0.25% | 34 |
|
|
2023
Q3 | $79.8M | Buy |
2,634,129
+77,074
| +3% | +$2.44M | 0.25% | 34 |
|
|
2023
Q2 | $80.9M | Buy |
2,557,055
+147,575
| +6% | +$4.63M | 0.25% | 34 |
|
|
2023
Q1 | $75.8M | Buy |
2,409,480
+40,769
| +2% | +$1.29M | 0.25% | 34 |
|
|
2022
Q4 | $71.2M | Buy |
2,368,711
+352,632
| +17% | +$10.3M | 0.24% | 35 |
|
|
2022
Q3 | $65.1M | Hold |
2,016,079
| – | – | 0.23% | 33 |
|
|
2022
Q2 | $65.1M | Buy |
2,016,079
+40,190
| +2% | +$1.36M | 0.23% | 33 |
|
|
2022
Q1 | $72.6M | Buy |
1,975,889
+188,390
| +11% | +$7.23M | 0.23% | 33 |
|
|
2021
Q4 | $71.1M | Buy |
1,787,499
+296,330
| +20% | +$12.2M | 0.22% | 33 |
|
|
2021
Q3 | $61.8M | Buy |
1,491,169
+201,475
| +16% | +$8.61M | 0.21% | 34 |
|
|
2021
Q2 | $58.2M | Buy |
1,289,694
+209,321
| +19% | +$9.27M | 0.2% | 33 |
|
|
2021
Q1 | $46.8M | Buy |
1,080,373
+178,514
| +20% | +$7.94M | 0.18% | 32 |
|
|
2020
Q4 | $37.9M | Buy |
901,859
+86,290
| +11% | +$3.36M | 0.16% | 33 |
|
|
2020
Q3 | $29M | Buy |
815,569
+54,465
| +7% | +$1.93M | 0.14% | 32 |
|
|
2020
Q2 | $24.4M | Buy |
761,104
+100,319
| +15% | +$3.01M | 0.13% | 32 |
|
|
2020
Q1 | $18.1M | Buy |
660,785
+187,215
| +40% | +$6.18M | 0.11% | 34 |
|
|
2019
Q4 | $17M | Buy |
473,570
+117,374
| +33% | +$4.02M | 0.09% | 32 |
|
|
2019
Q3 | $12.1M | Hold |
356,196
| – | – | 0.07% | 34 |
|
|
2019
Q2 | $12.1M | Buy |
356,196
+56,461
| +19% | +$1.91M | 0.07% | 34 |
|
|
2019
Q1 | $10.2M | Buy |
299,735
+80,236
| +37% | +$2.67M | 0.06% | 36 |
|
|
2018
Q4 | $6.73M | Buy |
219,499
+66,841
| +44% | +$2.1M | 0.05% | 38 |
|
|
2018
Q3 | $5.09M | Buy |
+152,658
| New | +$5.13M | 0.03% | 41 |
|
Other funds holding ESGE
WL
TWIM
