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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
Q2 		$49.6M Buy
398,975
+20,246
+5% +$2.44M 2% 15
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth's EFG Position: Q2 2026 in Review

SoFi Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 5.3% in Q2 2026, buying an estimated $2.44M and bringing the position to 398,975 shares worth $49.6M. The position accounts for 2% of the portfolio, ranked #15.

SoFi Wealth first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.2M in Q4 2025. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • SoFi Wealth held 398,975 shares of iShares MSCI EAFE Growth ETF worth $49.6M as of Q2 2026.
  • SoFi Wealth bought 20,246 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.44M.
  • iShares MSCI EAFE Growth ETF made up 2% of SoFi Wealth's portfolio in Q2 2026, its #15 holding.
  • SoFi Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • SoFi Wealth's iShares MSCI EAFE Growth ETF position peaked at $60.2M in Q4 2025.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.