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 Q3	$495K	Sell	5,110 -17	-0.3%	-$1.68K	0.06%	130
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

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

Thrive Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.33% in Q3 2026, selling an estimated $1.68K and leaving 5,110 shares worth $495K. The position accounts for 0.06% of the portfolio, ranked #130.

Thrive Wealth Management first reported a position in IEFA in Q4 2022 and has held it in 12 quarters since. The position peaked at $505K in Q1 2026. 867 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Thrive Wealth Management held 5,110 shares of iShares Core MSCI EAFE ETF worth $495K as of Q3 2026.
Thrive Wealth Management sold 17 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $1.68K.
iShares Core MSCI EAFE ETF made up 0.06% of Thrive Wealth Management's portfolio in Q3 2026, its #130 holding.
Thrive Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 12 quarters since.
Thrive Wealth Management's iShares Core MSCI EAFE ETF position peaked at $505K in Q1 2026.
867 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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