Ownership history in Betterment LLC · 45 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in ISHARES (EMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 5,954,321 | -767,603 | -11.4% | 1.09% | $573.3M | $95.47 |
| 2025 Q3 | REDUCED | 6,721,924 | -1,170,550 | -14.8% | 1.26% | $639.9M | $92.86 |
| 2025 Q2 | REDUCED | 7,892,474 | -84,594 | -1.1% | 1.56% | $731.0M | $89.21 |
| 2025 Q1 | REDUCED | 7,977,068 | -1,056,968 | -11.7% | 1.71% | $722.6M | $86.09 |
| 2024 Q4 | ADDED | 9,034,036 | +309,832 | +3.6% | 1.92% | $804.4M | $83.85 |
| 2024 Q3 | ADDED | 8,724,204 | +153,959 | +1.8% | 1.95% | $816.4M | $86.33 |
| 2024 Q2 | REDUCED | 8,570,245 | -178,660 | -2.0% | 1.96% | $758.3M | $80.60 |
| 2024 Q1 | REDUCED | 8,748,905 | -1,552,862 | -15.1% | 2.10% | $784.5M | $80.69 |
| 2023 Q4 | ADDED | 10,301,767 | +72,760 | +0.7% | 2.64% | $917.5M | $79.45 |
| 2023 Q3 | ADDED | 10,229,007 | +222,335 | +2.2% | 2.67% | $844.1M | $72.40 |
As of 2025 Q4 — sorted by position size