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Ishares Tr msci eafe esg shares owned by Betterment

Quarter-by-quarter ownership of Ishares Tr msci eafe esg (ESGD) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ishares Tr msci eafe esg

Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024100M200M300M1M2M3M4M
Value ($)Share countHistorical ESGD position of Betterment Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Ishares Tr msci eafe esg by Betterment

Quarter filed Position value Share count Share price at filing
2024-12-31 $259M 3.4M 76.14
2024-09-30 $282M 3.4M 84.17
2024-06-30 $265M 3.4M 78.78
2024-03-31 $321M 4.0M 79.91
2023-12-31 $290M 3.8M 75.54
2023-09-30 $257M 3.7M 69.13
2023-06-30 $266M 3.6M 72.93
2023-03-31 $252M 3.5M 71.84
2022-12-31 $233M 3.5M 65.74
2022-09-30 $213M 3.4M 62.76
2022-06-30 $213M 3.4M 62.76
2022-03-31 $234M 3.2M 73.73
2021-12-31 $242M 3.0M 79.46
2021-09-30 $208M 2.7M 78.38
2021-06-30 $186M 2.3M 79.03
2021-03-31 $149M 2.0M 75.90
2020-12-31 $111M 1.5M 73.04
2020-09-30 $80M 1.3M 63.48
2020-06-30 $62M 1.0M 60.58
2020-03-31 $36M 684k 53.16