Thrive Capital Management (Pennsylvania)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Thrive Capital Management (Pennsylvania)’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
2022 Q1	–	Sell	-3,010	Closed	-$332K	–	105
2021 Q4	$332K	Buy	3,010 +876	+41%	+$95.9K	0.22%	77
2021 Q3	$227K	Sell	2,134 -775	-27%	-$85.3K	0.17%	101
2021 Q2	$312K	Sell	2,909 -1,114	-28%	-$118K	0.24%	91
2021 Q1	$404K	Sell	4,023 -687	-15%	-$69.9K	0.38%	67
2020 Q4	$475K	Buy	+4,710	New	+$446K	0.51%	46

Other funds holding EFG

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s EFG Position: Q1 2022 in Review

Thrive Capital Management (Pennsylvania) sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2022, closing a stake of 3,010 shares — an estimated $332K sold.

Thrive Capital Management (Pennsylvania) first reported a position in EFG in Q4 2020 and held it in 5 quarters. The position peaked at $475K in Q4 2020. 718 funds tracked by Wall St. Rank hold EFG as of Q1 2022.

Thrive Capital Management (Pennsylvania) reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2022 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 3,010 iShares MSCI EAFE Growth ETF shares in Q1 2022, an estimated $332K.
Thrive Capital Management (Pennsylvania) first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 5 quarters.
Thrive Capital Management (Pennsylvania)'s iShares MSCI EAFE Growth ETF position peaked at $475K in Q4 2020.
718 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2022.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2022, filed 6 May 2022.