ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

Betterment LLC's Holding History (CIK: 0001633901)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 287,687 Value ($000) $40 Avg Close Range
Q3 2025
Shares 296,167 Value ($000) $40 Avg Close Range
Q2 2025
Shares 306,480 Value ($000) $39 Avg Close Range
Q1 2025
Shares 183,029 Value ($000) $21 Avg Close Range
Q4 2024
Shares 185,376 Value ($000) $23 Avg Close Range
Q3 2024
Shares 190,078 Value ($000) $23 Avg Close Range
Q2 2024
Shares 192,784 Value ($000) $22 Avg Close Range
Q1 2024
Shares 199,525 Value ($000) $22 Avg Close Range
Q4 2023
Shares 207,256 Value ($000) $21 Avg Close Range
Q3 2023
Shares 219,093 Value ($000) $20 Avg Close Range
Q2 2023
Shares 222,517 Value ($000) $21 Avg Close Range
Q1 2023
Shares 230,475 Value ($000) $20 Avg Close Range
Q4 2022
Shares 240,670 Value ($000) $20 Avg Close Range
Q3 2022
Shares 255,975 Value ($000) $20,655 Avg Close Range
Q2 2022
Shares 255,975 Value ($000) $20,655 Avg Close Range
Q1 2022
Shares 252,314 Value ($000) $24,434 Avg Close Range
Q4 2021
Shares 255,445 Value ($000) $27,141 Avg Close Range
Q3 2021
Shares 269,762 Value ($000) $25,884 Avg Close Range
Q2 2021
Shares 287,606 Value ($000) $27,478 Avg Close Range
Q1 2021
Shares 306,671 Value ($000) $26,932 Avg Close Range
Q4 2020
Shares 327,992 Value ($000) $27,007 Avg Close Range
Q3 2020
Shares 168,613 Value ($000) $24,801 Avg Close Range
Q2 2020
Shares 171,068 Value ($000) $22,884 Avg Close Range
Q1 2020
Shares 198,368 Value ($000) $21,775 Avg Close Range
Q4 2019
Shares 69,503 Value ($000) $9,315 Avg Close Range
Q3 2019
Shares 66,579 Value ($000) $8,114 Avg Close Range
Q2 2019
Shares 66,579 Value ($000) $8,114 Avg Close Range
Q1 2019
Shares 56,350 Value ($000) $6,663 Avg Close Range
Q4 2018
Shares 58,460 Value ($000) $6,030 Avg Close Range
Q3 2018
Shares 30,220 Value ($000) $3,607 Avg Close Range
Q2 2018
Shares 32,189 Value ($000) $3,631 Avg Close Range
Q1 2018
Shares 31,980 Value ($000) $3,557 Avg Close Range
Q4 2017
Shares 5,024 Value ($000) $558 Avg Close Range
Q3 2017
Shares 4,713 Value ($000) $493 Avg Close Range