Thrive Capital Management (Pennsylvania)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Thrive Capital Management (Pennsylvania)’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$483K	Buy	5,000 +426	+9%	+$40.9K	0.09%	129
2026 Q1	$414K	Buy	4,574 +27	+0.6%	+$2.52K	0.09%	132
2025 Q4	$407K	Sell	4,547 -1,770	-28%	-$157K	0.09%	137
2025 Q3	$552K	Buy	6,317 +2,524	+67%	+$214K	0.14%	127
2025 Q2	$317K	Buy	+3,793	New	+$301K	0.1%	143
2024 Q3	–	Sell	-3,752	Closed	-$273K	–	182
2024 Q2	$273K	Buy	+3,752	New	+$276K	0.12%	159
2022 Q2	–	Sell	-3,013	Closed	-$209K	–	108
2022 Q1	$209K	Sell	3,013 -1,546	-34%	-$109K	0.13%	96
2021 Q4	$340K	Sell	4,559 -927	-17%	-$69.7K	0.22%	75
2021 Q3	$407K	Sell	5,486 -60	-1%	-$4.56K	0.3%	83
2021 Q2	$415K	Buy	5,546 +362	+7%	+$27.3K	0.32%	87
2021 Q1	$374K	Buy	5,184 +275	+6%	+$19.7K	0.35%	73
2020 Q4	$339K	Buy	+4,909	New	+$317K	0.36%	63

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s IEFA Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.3% in Q2 2026, buying an estimated $40.9K and bringing the position to 5,000 shares worth $483K. The position accounts for 0.09% of the portfolio, ranked #129.

Thrive Capital Management (Pennsylvania) first reported a position in IEFA in Q4 2020 and has held it in 12 quarters since. The position peaked at $552K in Q3 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 5,000 shares of iShares Core MSCI EAFE ETF worth $483K as of Q2 2026.
Thrive Capital Management (Pennsylvania) bought 426 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $40.9K.
iShares Core MSCI EAFE ETF made up 0.09% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #129 holding.
Thrive Capital Management (Pennsylvania) first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 12 quarters since.
Thrive Capital Management (Pennsylvania)'s iShares Core MSCI EAFE ETF position peaked at $552K in Q3 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.