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 |
| 2024 Q4 | REDUCED | 11,366,549 | -6,139 | -0.1% | 1.90% | $798.8M | $67.73 |
| 2024 Q3 | REDUCED | 11,372,688 | -304,494 | -2.6% | 2.12% | $887.6M | $74.06 |
| 2024 Q2 | ADDED | 11,677,182 | +29,267 | +0.3% | 2.20% | $848.2M | $68.93 |
| 2024 Q1 | REDUCED | 11,647,915 | -401,217 | -3.3% | 2.32% | $864.5M | $69.20 |
| 2023 Q4 | REDUCED | 12,049,132 | -246,270 | -2.0% | 2.44% | $847.7M | $65.59 |
| 2023 Q3 | ADDED | 12,295,402 | +148,393 | +1.2% | 2.51% | $791.2M | $59.17 |
As of 2025 Q4 — sorted by position size