Betterment LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846M | Sell |
10,128,262
-544,317
| -5% | -$45.4M | 1.8% | 11 |
|
|
2025
Q1 | $807M | Sell |
10,672,579
-693,970
| -6% | -$52.5M | 1.92% | 11 |
|
|
2024
Q4 | $799M | Sell |
11,366,549
-6,139
| -0.1% | -$431K | 1.9% | 12 |
|
|
2024
Q3 | $888M | Sell |
11,372,688
-304,494
| -3% | -$23.8M | 2.12% | 11 |
|
|
2024
Q2 | $848M | Buy |
11,677,182
+29,267
| +0.3% | +$2.13M | 2.2% | 10 |
|
|
2024
Q1 | $865M | Sell |
11,647,915
-401,217
| -3% | -$29.8M | 2.32% | 10 |
|
|
2023
Q4 | $848M | Sell |
12,049,132
-246,270
| -2% | -$17.3M | 2.44% | 12 |
|
|
2023
Q3 | $791M | Buy |
12,295,402
+148,393
| +1% | +$9.55M | 2.51% | 12 |
|
|
2023
Q2 | $820M | Sell |
12,147,009
-278,364
| -2% | -$18.8M | 2.54% | 12 |
|
|
2023
Q1 | $831M | Buy |
12,425,373
+123,730
| +1% | +$8.27M | 2.69% | 10 |
|
|
2022
Q4 | $758M | Buy |
12,301,643
+3,092,198
| +34% | +$191M | 2.6% | 12 |
|
|
2022
Q3 | $542M | Hold |
9,209,445
| – | – | 1.94% | 12 |
|
|
2022
Q2 | $542M | Sell |
9,209,445
-585,370
| -6% | -$34.4M | 1.94% | 12 |
|
|
2022
Q1 | $681M | Buy |
9,794,815
+2,107,835
| +27% | +$147M | 2.17% | 12 |
|
|
2021
Q4 | $574M | Buy |
7,686,980
+1,626,713
| +27% | +$121M | 1.79% | 13 |
|
|
2021
Q3 | $450M | Buy |
6,060,267
+183,475
| +3% | +$13.6M | 1.5% | 15 |
|
|
2021
Q2 | $440M | Sell |
5,876,792
-193,553
| -3% | -$14.5M | 1.5% | 15 |
|
|
2021
Q1 | $437M | Sell |
6,070,345
-171,130
| -3% | -$12.3M | 1.65% | 14 |
|
|
2020
Q4 | $431M | Buy |
6,241,475
+100,043
| +2% | +$6.91M | 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% | +$162M | 1.88% | 15 |
|
|
2020
Q1 | $167M | Buy |
3,341,887
+2,828,776
| +551% | +$141M | 1.04% | 21 |
|
|
2019
Q4 | $33.5M | Buy |
513,111
+5,080
| +1% | +$331K | 0.17% | 27 |
|
|
2019
Q3 | $31.2M | Hold |
508,031
| – | – | 0.18% | 27 |
|
|
2019
Q2 | $31.2M | Buy |
508,031
+9,870
| +2% | +$606K | 0.18% | 27 |
|
|
2019
Q1 | $30.3M | Buy |
498,161
+80,287
| +19% | +$4.88M | 0.18% | 26 |
|
|
2018
Q4 | $23M | Buy |
417,874
+17,611
| +4% | +$969K | 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% | +$5.17M | 0.1% | 27 |
|
|
2018
Q1 | $9.06M | Buy |
135,943
+118,164
| +665% | +$7.87M | 0.07% | 29 |
|
|
2017
Q4 | $1.18M | Sell |
17,779
-98,793
| -85% | -$6.53M | 0.01% | 57 |
|
|
2017
Q3 | $7.48M | Sell |
116,572
-72,621
| -38% | -$4.66M | 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% | -$16.4M | 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% | +$2.97M | 0.57% | 20 |
|
|
2016
Q2 | $29M | Buy |
558,776
+163,292
| +41% | +$8.47M | 0.59% | 20 |
|
|
2016
Q1 | $21M | Buy |
395,484
+194,645
| +97% | +$10.3M | 0.52% | 20 |
|
|
2015
Q4 | $10.9M | Buy |
200,839
+85,377
| +74% | +$4.64M | 0.34% | 22 |
|
|
2015
Q3 | $6.1M | Buy |
115,462
+40,902
| +55% | +$2.16M | 0.23% | 22 |
|
|
2015
Q2 | $4.35M | Buy |
74,560
+25,982
| +53% | +$1.51M | 0.19% | 21 |
|
|
2015
Q1 | $2.84M | Buy |
48,578
+22,712
| +88% | +$1.33M | 0.16% | 22 |
|
|
2014
Q4 | $1.43M | Buy |
+25,866
| New | +$1.43M | 0.13% | 22 |
|