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Ishares Tr etf msci usa shares owned by Sofi Wealth

Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Sofi Wealth from 13F filings

Historical chart of Sofi Wealth investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by Sofi Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr etf msci usa by Sofi Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 15k 145.60
2025-06-30 $1.4M 10k 135.30
2025-03-31 $748k 6.1k 121.91
2024-12-31 $107k 832 128.82