Thrive Wealth Management’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 | $277K | Buy |
3,323
+28
| +0.8% | +$2.34K | 0.04% | 188 |
|
|
2025
Q1 | $249K | Sell |
3,295
-339
| -9% | -$25.6K | 0.05% | 188 |
|
|
2024
Q4 | $255K | Buy |
3,634
+17
| +0.5% | +$1.2K | 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 | +$268K | 0.06% | 171 |
|
|
2023
Q1 | – | Sell |
-3,369
| Closed | -$208K | – | 173 |
|
|
2022
Q4 | $208K | Buy |
+3,369
| New | +$208K | 0.06% | 153 |
|