Ownership history in Betterment LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Betterment LLC underperformed the S&P 500 by β0.8% annually on this ESGU position. Timing score: 70% (14/20 decisions correct). Average cost basis: $100.60. Maximum drawdown during holding period: β25.6%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
21 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
14 of 20 add/trim decisions correct
Best entry: $70.93 (2020 Q3) Β· Worst: $148.60 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
18 adds Β· 3 trims. Bought during 3 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.11% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.