Betterment LLC
IEFA icon

Betterment LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Betterment LLC’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$839M Sell
9,262,506
-346,397
-4% -$32.3M 1.59% 12
2025
Q4 		$860M Sell
9,608,903
-258,017
-3% -$22.8M 1.64% 12
2025
Q3 		$861M Sell
9,866,920
-261,342
-3% -$22.2M 1.7% 11
2025
Q2 		$846M Sell
10,128,262
-544,317
-5% -$43.2M 1.8% 11
2025
Q1 		$807M Sell
10,672,579
-693,970
-6% -$51.9M 1.92% 11
2024
Q4 		$799M Sell
11,366,549
-6,139
-0.1% -$453K 1.9% 12
2024
Q3 		$888M Sell
11,372,688
-304,494
-3% -$22.8M 2.12% 11
2024
Q2 		$848M Buy
11,677,182
+29,267
+0.3% +$2.15M 2.2% 10
2024
Q1 		$865M Sell
11,647,915
-401,217
-3% -$28.6M 2.32% 10
2023
Q4 		$848M Sell
12,049,132
-246,270
-2% -$16.2M 2.44% 12
2023
Q3 		$791M Buy
12,295,402
+148,393
+1% +$9.94M 2.51% 12
2023
Q2 		$820M Sell
12,147,009
-278,364
-2% -$18.9M 2.54% 12
2023
Q1 		$831M Buy
12,425,373
+123,730
+1% +$8.11M 2.69% 10
2022
Q4 		$758M Buy
12,301,643
+3,092,198
+34% +$182M 2.6% 12
2022
Q3 		$542M Hold
9,209,445
– – 1.94% 12
2022
Q2 		$542M Sell
9,209,445
-585,370
-6% -$37.6M 1.94% 12
2022
Q1 		$681M Buy
9,794,815
+2,107,835
+27% +$149M 2.17% 12
2021
Q4 		$574M Buy
7,686,980
+1,626,713
+27% +$122M 1.79% 13
2021
Q3 		$450M Buy
6,060,267
+183,475
+3% +$14M 1.5% 15
2021
Q2 		$440M Sell
5,876,792
-193,553
-3% -$14.6M 1.5% 15
2021
Q1 		$437M Sell
6,070,345
-171,130
-3% -$12.2M 1.65% 14
2020
Q4 		$431M Buy
6,241,475
+100,043
+2% +$6.47M 1.81% 14
2020
Q3 		$370M Sell
6,141,432
-35,854
-0.6% -$2.16M 1.82% 15
2020
Q2 		$353M Buy
6,177,286
+2,835,399
+85% +$154M 1.88% 15
2020
Q1 		$167M Buy
3,341,887
+2,828,776
+551% +$168M 1.04% 21
2019
Q4 		$33.5M Buy
513,111
+5,080
+1% +$322K 0.17% 27
2019
Q3 		$31.2M Hold
508,031
– – 0.18% 27
2019
Q2 		$31.2M Buy
508,031
+9,870
+2% +$605K 0.18% 27
2019
Q1 		$30.3M Buy
498,161
+80,287
+19% +$4.74M 0.18% 26
2018
Q4 		$23M Buy
417,874
+17,611
+4% +$1.03M 0.16% 26
2018
Q3 		$25.6M Buy
400,263
+182,782
+84% +$11.7M 0.17% 26
2018
Q2 		$13.8M Buy
217,481
+81,538
+60% +$5.4M 0.1% 27
2018
Q1 		$9.06M Buy
135,943
+118,164
+665% +$7.94M 0.07% 29
2017
Q4 		$1.18M Sell
17,779
-98,793
-85% -$6.44M 0.01% 57
2017
Q3 		$7.48M Sell
116,572
-72,621
-38% -$4.54M 0.07% 26
2017
Q2 		$11.5M Sell
189,193
-181,466
-49% -$11M 0.12% 23
2017
Q1 		$21.5M Sell
370,659
-283,672
-43% -$15.9M 0.26% 22
2016
Q4 		$35.1M Buy
654,331
+41,634
+7% +$2.23M 0.52% 21
2016
Q3 		$33.8M Buy
612,697
+53,921
+10% +$2.91M 0.57% 20
2016
Q2 		$29M Buy
558,776
+163,292
+41% +$8.73M 0.59% 20
2016
Q1 		$21M Buy
395,484
+194,645
+97% +$9.93M 0.52% 20
2015
Q4 		$10.9M Buy
200,839
+85,377
+74% +$4.74M 0.34% 22
2015
Q3 		$6.1M Buy
115,462
+40,902
+55% +$2.32M 0.23% 22
2015
Q2 		$4.35M Buy
74,560
+25,982
+53% +$1.58M 0.19% 21
2015
Q1 		$2.84M Buy
48,578
+22,712
+88% +$1.3M 0.16% 22
2014
Q4 		$1.43M Buy
+25,866
New +$1.47M 0.13% 22

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC's IEFA Position: Q1 2026 in Review

Betterment LLC reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.6% in Q1 2026, selling an estimated $32.3M and leaving 9,262,506 shares worth $839M. The position accounts for 1.59% of the portfolio, ranked #12.

Betterment LLC first reported a position in IEFA in Q4 2014 and has held it in 46 quarters since. The position peaked at $888M in Q3 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Betterment LLC held 9,262,506 shares of iShares Core MSCI EAFE ETF worth $839M as of Q1 2026.
  • Betterment LLC sold 346,397 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $32.3M.
  • iShares Core MSCI EAFE ETF made up 1.59% of Betterment LLC's portfolio in Q1 2026, its #12 holding.
  • Betterment LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and has held it in 46 quarters since.
  • Betterment LLC's iShares Core MSCI EAFE ETF position peaked at $888M in Q3 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.