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Ishares Tr eafe min volat shares owned by Betterment

Quarter-by-quarter ownership of Ishares Tr eafe min volat (EFAV) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ishares Tr eafe min volat

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All positions including Ishares Tr eafe min volat held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr eafe min volat by Betterment

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 18k 86.25
2025-09-30 $1.3M 15k 84.85
2025-06-30 $700k 8.3k 84.06

More positions owned by Betterment

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
SPDR State Street Global Advisors State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors State Street Spd (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
SPDR State Street Global Advisors State Street Spd (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
JP Morgan Ultra Shrt Etf (JPST)

View all positions for Betterment

Top funds holding Ishares Tr eafe min volat

FMR
BlackRock
Wharton Business Group
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
LPL Financial
Advantus Capital Management
Financial Engines Advisors L.L.C
Wells Fargo & Company
Sei Investments
UBS Group
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Mercer Global Advisors

View all funds holding Ishares Tr eafe min volat