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 TR (IEFA). 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 | 9,608,903 | -258,017 | -2.6% | 1.64% | $859.6M | $89.46 |
| 2025 Q3 | REDUCED | 9,866,920 | -261,342 | -2.6% | 1.70% | $861.5M | $85.66 |
| 2025 Q2 | REDUCED | 10,128,262 | -544,317 | -5.1% | 1.80% | $845.5M | $81.90 |
| 2025 Q1 | REDUCED | 10,672,579 | -693,970 | -6.1% | 1.92% | $807.4M | $72.91 |
As of 2025 Q4 — sorted by position size