Interchange Capital Partners’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 | $722K | Sell |
8,076
-336
| -4% | -$30K | 0.17% | 115 |
|
|
2025
Q1 | $688K | Sell |
8,412
-209
| -2% | -$17.1K | 0.19% | 105 |
|
|
2024
Q4 | $652K | Buy |
8,621
+108
| +1% | +$8.17K | 0.24% | 110 |
|
|
2024
Q3 | $712K | Sell |
8,513
-37
| -0.4% | -$3.09K | 0.25% | 100 |
|
|
2024
Q2 | $670K | Buy |
8,550
+4,327
| +102% | +$339K | 0.24% | 106 |
|
|
2024
Q1 | $341K | Buy |
4,223
+211
| +5% | +$17K | 0.23% | 106 |
|
|
2023
Q4 | $298K | Buy |
4,012
+740
| +23% | +$55K | 0.22% | 109 |
|
|
2023
Q3 | $225K | Buy |
3,272
+35
| +1% | +$2.41K | 0.18% | 135 |
|
|
2023
Q2 | $235K | Sell |
3,237
-5,269
| -62% | -$382K | 0.18% | 131 |
|
|
2023
Q1 | $608K | Buy |
+8,506
| New | +$608K | 0.33% | 77 |
|
|
2022
Q4 | – | Sell |
-6,549
| Closed | -$366K | – | 135 |
|
|
2022
Q3 | $366K | Buy |
6,549
+251
| +4% | +$14K | 0.4% | 70 |
|
|
2022
Q2 | $393K | Buy |
6,298
+873
| +16% | +$54.5K | 0.44% | 67 |
|
|
2022
Q1 | $399K | Buy |
5,425
+98
| +2% | +$7.21K | 0.41% | 87 |
|
|
2021
Q4 | $419K | Sell |
5,327
-4,806
| -47% | -$378K | 0.42% | 79 |
|
|
2021
Q3 | $790K | Buy |
10,133
+7
| +0.1% | +$546 | 1.32% | 24 |
|
|
2021
Q2 | $798K | Sell |
10,126
-8,989
| -47% | -$708K | 1.23% | 27 |
|
|
2021
Q1 | $1.5M | Sell |
19,115
-4,008
| -17% | -$315K | 0.81% | 27 |
|
|
2020
Q4 | $1.69M | Buy |
+23,123
| New | +$1.69M | 0.91% | 13 |
|