Thrive Wealth Management
EFA icon

Thrive Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Thrive Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.92M Buy
47,336
+2,830
+6% +$300K 0.61% 26
2026
Q2 		$4.62M Buy
44,506
+2,687
+6% +$276K 0.59% 26
2026
Q1 		$4.06M Buy
41,819
+1,988
+5% +$199K 0.61% 25
2025
Q4 		$3.82M Buy
39,831
+1,463
+4% +$139K 0.56% 25
2025
Q3 		$3.58M Buy
38,368
+804
+2% +$73.1K 0.54% 26
2025
Q2 		$3.36M Buy
37,564
+628
+2% +$53.6K 0.54% 26
2025
Q1 		$3.02M Sell
36,936
-16,330
-31% -$1.32M 0.58% 26
2024
Q4 		$4.03M Buy
53,266
+17,641
+50% +$1.4M 0.72% 19
2024
Q3 		$2.98M Sell
35,625
-314
-0.9% -$25.3K 0.55% 22
2024
Q2 		$2.82M Buy
35,939
+2,418
+7% +$192K 0.55% 22
2024
Q1 		$2.68M Sell
33,521
-13,591
-29% -$1.04M 0.55% 26
2023
Q4 		$3.55M Buy
47,112
+19,203
+69% +$1.36M 0.79% 18
2023
Q3 		$1.92M Buy
27,909
+1,486
+6% +$106K 0.51% 24
2023
Q2 		$1.92M Sell
26,423
-130
-0.5% -$9.44K 0.5% 23
2023
Q1 		$1.9M Sell
26,553
-2,079
-7% -$145K 0.49% 25
2022
Q4 		$1.88M Sell
28,632
-12,912
-31% -$809K 0.54% 25
2022
Q3 		$2.33M Sell
41,544
-9,672
-19% -$603K 0.82% 20
2022
Q2 		$3.2M Buy
51,216
+5,083
+11% +$346K 1.12% 15
2022
Q1 		$3.4M Buy
46,133
+28,050
+155% +$2.1M 1% 16
2021
Q4 		$1.42M Buy
+18,083
New +$1.43M 0.49% 26

Other funds holding EFA

NYU
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Thrive Wealth Management's EFA Position: Q3 2026 in Review

Thrive Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 6.4% in Q3 2026, buying an estimated $300K and bringing the position to 47,336 shares worth $4.92M. The position accounts for 0.61% of the portfolio, ranked #26.

Thrive Wealth Management first reported a position in EFA in Q4 2021 and has held it in 20 quarters since. 508 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Thrive Wealth Management held 47,336 shares of iShares MSCI EAFE ETF worth $4.92M as of Q3 2026.
  • Thrive Wealth Management bought 2,830 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $300K.
  • iShares MSCI EAFE ETF made up 0.61% of Thrive Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Thrive Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 20 quarters since.
  • 508 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.