Betterment LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131M | Buy |
3,346,542
+368,576
| +12% | +$14.4M | 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% | +$5.09M | 0.27% | 39 |
|
|
2024
Q3 | $118M | Buy |
3,238,965
+91,655
| +3% | +$3.34M | 0.28% | 38 |
|
|
2024
Q2 | $106M | Buy |
3,147,310
+160,099
| +5% | +$5.37M | 0.27% | 36 |
|
|
2024
Q1 | $96.3M | Buy |
2,987,211
+271,731
| +10% | +$8.76M | 0.26% | 37 |
|
|
2023
Q4 | $87.1M | Buy |
2,715,480
+81,351
| +3% | +$2.61M | 0.25% | 34 |
|
|
2023
Q3 | $79.8M | Buy |
2,634,129
+77,074
| +3% | +$2.33M | 0.25% | 34 |
|
|
2023
Q2 | $80.9M | Buy |
2,557,055
+147,575
| +6% | +$4.67M | 0.25% | 34 |
|
|
2023
Q1 | $75.9M | Buy |
2,409,480
+40,769
| +2% | +$1.28M | 0.25% | 34 |
|
|
2022
Q4 | $71.2M | Buy |
2,368,711
+352,632
| +17% | +$10.6M | 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% | +$1.3M | 0.23% | 33 |
|
|
2022
Q1 | $72.6M | Buy |
1,975,889
+188,390
| +11% | +$6.92M | 0.23% | 33 |
|
|
2021
Q4 | $71.1M | Buy |
1,787,499
+296,330
| +20% | +$11.8M | 0.22% | 33 |
|
|
2021
Q3 | $61.8M | Buy |
1,491,169
+201,475
| +16% | +$8.35M | 0.21% | 34 |
|
|
2021
Q2 | $58.2M | Buy |
1,289,694
+209,321
| +19% | +$9.45M | 0.2% | 33 |
|
|
2021
Q1 | $46.8M | Buy |
1,080,373
+178,514
| +20% | +$7.73M | 0.18% | 32 |
|
|
2020
Q4 | $37.9M | Buy |
901,859
+86,290
| +11% | +$3.62M | 0.16% | 33 |
|
|
2020
Q3 | $29M | Buy |
815,569
+54,465
| +7% | +$1.94M | 0.14% | 32 |
|
|
2020
Q2 | $24.4M | Buy |
761,104
+100,319
| +15% | +$3.22M | 0.13% | 32 |
|
|
2020
Q1 | $18.1M | Buy |
660,785
+187,215
| +40% | +$5.12M | 0.11% | 34 |
|
|
2019
Q4 | $17M | Buy |
473,570
+117,374
| +33% | +$4.22M | 0.09% | 32 |
|
|
2019
Q3 | $12.1M | Hold |
356,196
| – | – | 0.07% | 34 |
|
|
2019
Q2 | $12.1M | Buy |
356,196
+56,461
| +19% | +$1.92M | 0.07% | 34 |
|
|
2019
Q1 | $10.2M | Buy |
299,735
+80,236
| +37% | +$2.73M | 0.06% | 36 |
|
|
2018
Q4 | $6.73M | Buy |
219,499
+66,841
| +44% | +$2.05M | 0.05% | 38 |
|
|
2018
Q3 | $5.09M | Buy |
+152,658
| New | +$5.09M | 0.03% | 41 |
|