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Ishares U S Etf Tr shr mat mu etf shares owned by Betterment

Quarter-by-quarter ownership of Ishares U S Etf Tr shr mat mu etf (MEAR) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ishares U S Etf Tr shr mat mu etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr shr mat mu etf held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr shr mat mu etf by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 148k 50.51
2025-06-30 $8.0M 159k 50.27
2025-03-31 $5.6M 112k 50.24
2024-12-31 $4.3M 86k 49.95
2024-09-30 $2.3M 46k 50.33

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
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 Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding Ishares U S Etf Tr shr mat mu etf

Morgan Stanley
Rockwood Wealth Management
Resonant Capital Advisors
Captrust Financial Advisors
Integrated Wealth Concepts
LPL Financial
Foster Group
Kestra Investment Management
Envestnet Asset Management
Ullmann Financial
Jpmorgan Chase & Co
Advisor Group Holdings
Cetera Investment Advisers
Colony
Dynasty Wealth Management

View all funds holding Ishares U S Etf Tr shr mat mu etf