Ishares Tr msci usa small shares owned by Betterment
Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Ishares Tr msci usa small
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr msci usa small held by Betterment consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr msci usa small by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $80M | 1.8M | 45.08 |
| 2025-06-30 | $72M | 1.7M | 41.33 |
| 2025-03-31 | $63M | 1.6M | 38.41 |
| 2024-12-31 | $67M | 1.6M | 42.05 |
| 2024-09-30 | $62M | 1.5M | 41.82 |
| 2024-06-30 | $53M | 1.4M | 38.50 |
| 2024-03-31 | $19M | 474k | 40.27 |
| 2023-12-31 | $16M | 431k | 38.01 |
| 2023-09-30 | $15M | 444k | 33.65 |
| 2023-06-30 | $15M | 430k | 35.52 |
| 2023-03-31 | $12M | 360k | 33.99 |
| 2022-12-31 | $10M | 310k | 32.88 |
| 2022-09-30 | $249k | 7.9k | 31.53 |
| 2022-06-30 | $249k | 7.9k | 31.53 |
| 2022-03-31 | $257k | 6.7k | 38.09 |