Betterment LLC
HDEF icon

Betterment LLC’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Betterment LLC’s Portfolio HDEF Stock Details HDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$249K Buy
7,756
+182
+2% +$5.95K ﹤0.01% 616
2026
Q1 		$245K Buy
+7,574
New +$244K ﹤0.01% 564

Other funds holding HDEF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC's HDEF Position: Q2 2026 in Review

Betterment LLC increased its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) stake by 2.4% in Q2 2026, buying an estimated $5.95K and bringing the position to 7,756 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Betterment LLC first reported a position in HDEF in Q1 2026 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold HDEF as of Q2 2026.

  • Betterment LLC held 7,756 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $249K as of Q2 2026.
  • Betterment LLC bought 182 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2026, an estimated $5.95K.
  • Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #616 holding.
  • Betterment LLC first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2026.

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