Ownership history in Betterment LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in iShares (EMHY). 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 Q3 | REDUCED | 147,330 | -107,655 | -42.2% | 0.01% | $5.8M | $38.44 |
| 2025 Q2 | ADDED | 254,985 | +24,950 | +10.8% | 0.02% | $9.9M | $37.14 |
| 2025 Q1 | REDUCED | 230,035 | -105,513 | -31.4% | 0.02% | $8.8M | $35.81 |
| 2024 Q4 | ADDED | 335,548 | +142,745 | +74.0% | 0.03% | $12.7M | $35.13 |
| 2024 Q3 | ADDED | 192,803 | +4,157 | +2.2% | 0.02% | $7.5M | $35.21 |
| 2024 Q2 | ADDED | 188,646 | +103,520 | +121.6% | 0.02% | $7.0M | $32.86 |
| 2024 Q1 | ADDED | 85,126 | +22,474 | +35.9% | 0.01% | $3.2M | $32.69 |
| 2023 Q4 | REDUCED | 62,652 | -5,120 | -7.6% | 0.01% | $2.3M | $31.38 |
| 2023 Q3 | REDUCED | 67,772 | -19,869 | -22.7% | 0.01% | $2.3M | $28.70 |
| 2023 Q2 | REDUCED | 87,641 | -9,763 | -10.0% | 0.01% | $3.1M | $29.10 |
As of 2025 Q4 — sorted by position size