Betterment LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Betterment LLC’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$166M	Sell	3,042,236 -140,294	-4%	-$7.33M	0.28%	35
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC's ESGE Position: Q2 2026 in Review

Betterment LLC reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.4% in Q2 2026, selling an estimated $7.33M and leaving 3,042,236 shares worth $166M. The position accounts for 0.28% of the portfolio, ranked #35.

Betterment LLC first reported a position in ESGE in Q3 2018 and has held it in 32 quarters since. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Betterment LLC held 3,042,236 shares of iShares ESG Aware MSCI EM ETF worth $166M as of Q2 2026.
Betterment LLC sold 140,294 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $7.33M.
iShares ESG Aware MSCI EM ETF made up 0.28% of Betterment LLC's portfolio in Q2 2026, its #35 holding.
Betterment LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and has held it in 32 quarters since.
634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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