Ownership history in SOFI WEALTH, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which SOFI WEALTH, LLC reported a position in ISHARES TR (EFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 528,835 | +26,671 | +5.3% | 3.00% | $60.2M | $113.92 |
| 2025 Q3 | ADDED | 502,164 | +50,026 | +11.1% | 3.08% | $57.2M | $112.10 |
| 2025 Q2 | ADDED | 452,138 | +25,497 | +6.0% | 3.09% | $50.6M | $110.24 |
| 2025 Q1 | ADDED | 426,641 | +416,156 | +3969.1% | 3.21% | $42.7M | $97.47 |
| 2024 Q4 | INITIATED | 10,485 | — | — | 0.07% | $1.0M | $94.39 |
As of 2025 Q4 — sorted by position size