Thrive Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
37,564
+628
| +2% | +$56.1K | 0.54% | 26 |
|
|
2025
Q1 | $3.02M | Sell |
36,936
-16,330
| -31% | -$1.33M | 0.58% | 26 |
|
|
2024
Q4 | $4.03M | Buy |
53,266
+17,641
| +50% | +$1.33M | 0.72% | 19 |
|
|
2024
Q3 | $2.98M | Sell |
35,625
-314
| -0.9% | -$26.3K | 0.55% | 22 |
|
|
2024
Q2 | $2.82M | Buy |
35,939
+2,418
| +7% | +$189K | 0.55% | 22 |
|
|
2024
Q1 | $2.68M | Sell |
33,521
-13,591
| -29% | -$1.09M | 0.55% | 26 |
|
|
2023
Q4 | $3.55M | Buy |
47,112
+19,203
| +69% | +$1.45M | 0.79% | 18 |
|
|
2023
Q3 | $1.92M | Buy |
27,909
+1,486
| +6% | +$102K | 0.51% | 24 |
|
|
2023
Q2 | $1.92M | Sell |
26,423
-130
| -0.5% | -$9.43K | 0.5% | 23 |
|
|
2023
Q1 | $1.9M | Sell |
26,553
-2,079
| -7% | -$149K | 0.49% | 25 |
|
|
2022
Q4 | $1.88M | Sell |
28,632
-12,912
| -31% | -$848K | 0.54% | 25 |
|
|
2022
Q3 | $2.33M | Sell |
41,544
-9,672
| -19% | -$542K | 0.82% | 20 |
|
|
2022
Q2 | $3.2M | Buy |
51,216
+5,083
| +11% | +$318K | 1.12% | 15 |
|
|
2022
Q1 | $3.4M | Buy |
46,133
+28,050
| +155% | +$2.06M | 1% | 16 |
|
|
2021
Q4 | $1.42M | Buy |
+18,083
| New | +$1.42M | 0.49% | 26 |
|