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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
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

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Thrive Wealth Management's EFA Position: Q2 2026 in Review

Thrive Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 6.4% in Q2 2026, buying an estimated $276K and bringing the position to 44,506 shares worth $4.62M. The position accounts for 0.59% of the portfolio, ranked #26.

Thrive Wealth Management first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Thrive Wealth Management held 44,506 shares of iShares MSCI EAFE ETF worth $4.62M as of Q2 2026.
  • Thrive Wealth Management bought 2,687 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $276K.
  • iShares MSCI EAFE ETF made up 0.59% of Thrive Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Thrive Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.