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

Interchange Capital Partners’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Sell
9,425
-2,075
-18% -$250K 0.22% 107
2026
Q1 		$1.16M Buy
11,500
+8,625
+300% +$1.01M 0.37% 68
2025
Q4 		$327K Sell
2,875
-1,808
-39% -$207K 0.06% 276
2025
Q3 		$533K Sell
4,683
-6,519
-58% -$726K 0.1% 172
2025
Q2 		$1.25M Buy
11,202
+139
+1% +$14.7K 0.29% 71
2025
Q1 		$1.11M Sell
11,063
-10,600
-49% -$1.08M 0.31% 69
2024
Q4 		$2.1M Buy
21,663
+2,859
+15% +$291K 0.76% 31
2024
Q3 		$2.02M Sell
18,804
-1,210
-6% -$126K 0.71% 36
2024
Q2 		$2.05M Buy
20,014
+7,127
+55% +$729K 0.75% 32
2024
Q1 		$1.33M Sell
12,887
-46
-0.4% -$4.58K 0.9% 26
2023
Q4 		$1.26M Sell
12,933
-6,715
-34% -$602K 0.94% 24
2023
Q3 		$1.7M Sell
19,648
-3,763
-16% -$347K 1.35% 20
2023
Q2 		$2.23M Buy
23,411
+5,044
+27% +$480K 1.7% 13
2023
Q1 		$1.72M Buy
18,367
+7,487
+69% +$673K 0.93% 26
2022
Q4 		$911K Sell
10,880
-895
-8% -$72.4K 0.93% 29
2022
Q3 		$854K Buy
11,775
+5,218
+80% +$426K 0.94% 26
2022
Q2 		$527K Buy
6,557
+3,788
+137% +$329K 0.59% 46
2022
Q1 		$266K Buy
+2,769
New +$272K 0.27% 126

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Interchange Capital Partners's EFG Position: Q2 2026 in Review

Interchange Capital Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 18% in Q2 2026, selling an estimated $250K and leaving 9,425 shares worth $1.17M. The position accounts for 0.22% of the portfolio, ranked #107.

Interchange Capital Partners first reported a position in EFG in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.23M in Q2 2023. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Interchange Capital Partners held 9,425 shares of iShares MSCI EAFE Growth ETF worth $1.17M as of Q2 2026.
  • Interchange Capital Partners sold 2,075 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $250K.
  • iShares MSCI EAFE Growth ETF made up 0.22% of Interchange Capital Partners's portfolio in Q2 2026, its #107 holding.
  • Interchange Capital Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Interchange Capital Partners's iShares MSCI EAFE Growth ETF position peaked at $2.23M in Q2 2023.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.