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Interchange Capital Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Interchange Capital Partners’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
Q1 		$688K Buy
8,412
+336
+4% +$33.6K 0.22% 109
2025
Q4 		$776K Hold
8,076
– – 0.14% 137
2025
Q3 		$754K Hold
8,076
– – 0.15% 128
2025
Q2 		$722K Sell
8,076
-336
-4% -$28.7K 0.17% 115
2025
Q1 		$688K Sell
8,412
-209
-2% -$16.8K 0.19% 105
2024
Q4 		$652K Buy
8,621
+108
+1% +$8.55K 0.24% 110
2024
Q3 		$712K Sell
8,513
-37
-0.4% -$2.98K 0.25% 101
2024
Q2 		$670K Buy
8,550
+4,327
+102% +$343K 0.24% 107
2024
Q1 		$341K Buy
4,223
+211
+5% +$16.1K 0.23% 106
2023
Q4 		$298K Buy
4,012
+740
+23% +$52.3K 0.22% 109
2023
Q3 		$225K Buy
3,272
+35
+1% +$2.51K 0.18% 135
2023
Q2 		$235K Sell
3,237
-5,269
-62% -$383K 0.18% 131
2023
Q1 		$608K Buy
+8,506
New +$595K 0.33% 77
2022
Q4 		– Sell
-6,549
Closed -$366K – 135
2022
Q3 		$366K Buy
6,549
+251
+4% +$15.6K 0.4% 70
2022
Q2 		$393K Buy
6,298
+873
+16% +$59.4K 0.44% 67
2022
Q1 		$399K Buy
5,425
+98
+2% +$7.33K 0.41% 87
2021
Q4 		$419K Sell
5,327
-4,806
-47% -$381K 0.42% 79
2021
Q3 		$790K Buy
10,133
+7
+0.1% +$560 1.32% 24
2021
Q2 		$798K Sell
10,126
-8,989
-47% -$714K 1.23% 27
2021
Q1 		$1.5M Sell
19,115
-4,008
-17% -$302K 0.81% 27
2020
Q4 		$1.69M Buy
+23,123
New +$1.58M 0.91% 13

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Interchange Capital Partners's EFA Position: Q1 2026 in Review

Interchange Capital Partners increased its iShares MSCI EAFE ETF (EFA) stake by 4.2% in Q1 2026, buying an estimated $33.6K and bringing the position to 8,412 shares worth $688K. The position accounts for 0.22% of the portfolio, ranked #109.

Interchange Capital Partners first reported a position in EFA in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.69M in Q4 2020. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Interchange Capital Partners held 8,412 shares of iShares MSCI EAFE ETF worth $688K as of Q1 2026.
  • Interchange Capital Partners bought 336 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $33.6K.
  • iShares MSCI EAFE ETF made up 0.22% of Interchange Capital Partners's portfolio in Q1 2026, its #109 holding.
  • Interchange Capital Partners first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • Interchange Capital Partners's iShares MSCI EAFE ETF position peaked at $1.69M in Q4 2020.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.