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iShares MSCI EAFE Growth Index shares owned by Betterment

Quarter-by-quarter ownership of iShares MSCI EAFE Growth Index (EFG) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in iShares MSCI EAFE Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Growth Index held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Growth Index by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 10k 103.75
2023-12-31 $864k 8.9k 96.87
2023-09-30 $910k 11k 86.35
2023-06-30 $406k 4.3k 95.35
2023-03-31 $324k 3.5k 93.72
2022-12-31 $491k 5.9k 83.80
2022-09-30 $347k 4.3k 80.44
2022-06-30 $347k 4.3k 80.44

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Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
Jones Financial Companies, L.L
LPL Financial
Jpmorgan Chase & Co
Axiom Advisory
Morgan Stanley
Bank of America Corporation
Envestnet Portfolio Solutions
BlackRock
CWM
Park Avenue Securities
BlackRock
Mml Investors Services
Us Bancorp
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Growth Index