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iShares MSCI EAFE Value Index shares owned by Betterment

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

Historical chart of Betterment investment in iShares MSCI EAFE Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Value 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 Value Index by Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 24k 52.12
2023-09-30 $1.0M 21k 48.94
2023-06-30 $334k 6.8k 48.89
2023-03-31 $237k 4.9k 48.55
2022-12-31 $539k 12k 45.92
2022-09-30 $321k 7.4k 43.44
2022-06-30 $321k 7.4k 43.44

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding iShares MSCI EAFE Value Index

Jpmorgan Chase & Co
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
Advisor Group Holdings
Park Avenue Securities
Pnc Financial Services
UBS Group
M^T Bank Corporation
Wells Fargo & Company
Janney Montgomery Scott
Bank of New York Mellon
Alliancebernstein
Baird Financial

View all funds holding iShares MSCI EAFE Value Index