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

Thrive Wealth Management’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	$495K	Sell	5,127 -448	-8%	-$43K	0.06%	138
2026 Q1	$505K	Buy	5,575 +1,254	+29%	+$117K	0.08%	122
2025 Q4	$387K	Sell	4,321 -106	-2%	-$9.37K	0.06%	151
2025 Q3	$386K	Buy	4,427 +1,104	+33%	+$93.8K	0.06%	151
2025 Q2	$277K	Buy	3,323 +28	+0.8%	+$2.22K	0.04%	188
2025 Q1	$249K	Sell	3,295 -339	-9%	-$25.3K	0.05%	188
2024 Q4	$255K	Buy	3,634 +17	+0.5%	+$1.25K	0.05%	167
2024 Q3	$282K	Hold	3,617	–	–	0.05%	172
2024 Q2	$263K	Hold	3,617	–	–	0.05%	178
2024 Q1	$268K	Buy	+3,617	New	+$257K	0.06%	171
2023 Q1	–	Sell	-3,369	Closed	-$208K	–	173
2022 Q4	$208K	Buy	+3,369	New	+$198K	0.06%	153

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 Wealth Management's IEFA Position: Q2 2026 in Review

Thrive Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8% in Q2 2026, selling an estimated $43K and leaving 5,127 shares worth $495K. The position accounts for 0.06% of the portfolio, ranked #138.

Thrive Wealth Management first reported a position in IEFA in Q4 2022 and has held it in 11 quarters since. The position peaked at $505K in Q1 2026. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Thrive Wealth Management held 5,127 shares of iShares Core MSCI EAFE ETF worth $495K as of Q2 2026.
Thrive Wealth Management sold 448 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $43K.
iShares Core MSCI EAFE ETF made up 0.06% of Thrive Wealth Management's portfolio in Q2 2026, its #138 holding.
Thrive Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 11 quarters since.
Thrive Wealth Management's iShares Core MSCI EAFE ETF position peaked at $505K in Q1 2026.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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