Thrive Capital Management (Pennsylvania)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
+3,793
| New | +$317K | 0.1% | 143 |
|
|
2024
Q3 | – | Sell |
-3,752
| Closed | -$273K | – | 182 |
|
|
2024
Q2 | $273K | Buy |
+3,752
| New | +$273K | 0.12% | 159 |
|
|
2022
Q2 | – | Sell |
-3,013
| Closed | -$209K | – | 108 |
|
|
2022
Q1 | $209K | Sell |
3,013
-1,546
| -34% | -$107K | 0.13% | 96 |
|
|
2021
Q4 | $340K | Sell |
4,559
-927
| -17% | -$69.1K | 0.22% | 75 |
|
|
2021
Q3 | $407K | Sell |
5,486
-60
| -1% | -$4.45K | 0.3% | 83 |
|
|
2021
Q2 | $415K | Buy |
5,546
+362
| +7% | +$27.1K | 0.32% | 87 |
|
|
2021
Q1 | $374K | Buy |
5,184
+275
| +6% | +$19.8K | 0.35% | 73 |
|
|
2020
Q4 | $339K | Buy |
+4,909
| New | +$339K | 0.36% | 63 |
|