Ownership history in Betterment LLC · 22 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in iShares (ESGU). 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 | ADDED | 3,924,596 | +34,699 | +0.9% | 1.11% | $584.7M | $148.60 |
| 2025 Q3 | ADDED | 3,889,897 | +49,659 | +1.3% | 1.12% | $566.4M | $144.79 |
| 2025 Q2 | ADDED | 3,840,238 | +425,927 | +12.5% | 1.11% | $519.6M | $134.20 |
| 2025 Q1 | ADDED | 3,414,311 | +137,039 | +4.2% | 0.99% | $416.2M | $120.62 |
| 2024 Q4 | REDUCED | 3,277,272 | -40,665 | -1.2% | 1.01% | $422.2M | $127.12 |
| 2024 Q3 | ADDED | 3,317,937 | +89,790 | +2.8% | 1.00% | $418.7M | $124.14 |
| 2024 Q2 | ADDED | 3,228,147 | +665,825 | +26.0% | 1.00% | $385.2M | $116.98 |
| 2024 Q1 | ADDED | 2,562,322 | +8,838 | +0.3% | 0.79% | $294.6M | $112.42 |
| 2023 Q4 | REDUCED | 2,553,484 | -11,548 | -0.5% | 0.77% | $267.9M | $102.26 |
| 2023 Q3 | REDUCED | 2,565,032 | -6,798 | -0.3% | 0.76% | $240.9M | $91.24 |
As of 2025 Q4 — sorted by position size