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SoFi Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

SoFi Wealth’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.23M Buy
59,148
+11,785
+25% +$616K 0.13% 28
2026
Q1 		$2.15M Buy
47,363
+10,606
+29% +$501K 0.1% 29
2025
Q4 		$1.62M Buy
36,757
+10,269
+39% +$453K 0.08% 31
2025
Q3 		$1.15M Buy
26,488
+7,544
+40% +$308K 0.06% 34
2025
Q2 		$742K Buy
18,944
+6,243
+49% +$226K 0.05% 34
2025
Q1 		$444K Buy
12,701
+10,453
+465% +$364K 0.03% 28
2024
Q4 		$75.1K Buy
+2,248
New +$79.3K 0.01% 35

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SoFi Wealth's ESGE Position: Q2 2026 in Review

SoFi Wealth increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 25% in Q2 2026, buying an estimated $616K and bringing the position to 59,148 shares worth $3.23M. The position accounts for 0.13% of the portfolio, ranked #28.

SoFi Wealth first reported a position in ESGE in Q4 2024 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • SoFi Wealth held 59,148 shares of iShares ESG Aware MSCI EM ETF worth $3.23M as of Q2 2026.
  • SoFi Wealth bought 11,785 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $616K.
  • iShares ESG Aware MSCI EM ETF made up 0.13% of SoFi Wealth's portfolio in Q2 2026, its #28 holding.
  • SoFi Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2024 and has held it in 7 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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