SoFi Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

SoFi Wealth’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.2M	Sell	378,729 -150,106	-28%	-$17.7M	2.03%	16
2025 Q4	$60.2M	Buy	528,835 +26,671	+5%	+$3.06M	3%	12
2025 Q3	$57.2M	Buy	502,164 +50,026	+11%	+$5.58M	3.08%	12
2025 Q2	$50.6M	Buy	452,138 +25,497	+6%	+$2.69M	3.09%	13
2025 Q1	$42.7M	Buy	426,641 +416,156	+3,969%	+$42.4M	3.21%	12
2024 Q4	$1.02M	Buy	+10,485	New	+$1.07M	0.07%	19

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SoFi Wealth's EFG Position: Q1 2026 in Review

SoFi Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 28% in Q1 2026, selling an estimated $17.7M and leaving 378,729 shares worth $42.2M. The position accounts for 2.03% of the portfolio, ranked #16.

SoFi Wealth first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $60.2M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

SoFi Wealth held 378,729 shares of iShares MSCI EAFE Growth ETF worth $42.2M as of Q1 2026.
SoFi Wealth sold 150,106 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $17.7M.
iShares MSCI EAFE Growth ETF made up 2.03% of SoFi Wealth's portfolio in Q1 2026, its #16 holding.
SoFi Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
SoFi Wealth's iShares MSCI EAFE Growth ETF position peaked at $60.2M in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on SoFi Wealth's 13F filing for Q1 2026, filed 5 May 2026.