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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Interchange Capital Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 300% in Q1 2026, buying an estimated $1.01M and bringing the position to 11,500 shares worth $1.16M. The position accounts for 0.37% of the portfolio, ranked #68.

Interchange Capital Partners first reported a position in EFG in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.23M in Q2 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Interchange Capital Partners held 11,500 shares of iShares MSCI EAFE Growth ETF worth $1.16M as of Q1 2026.
Interchange Capital Partners bought 8,625 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.01M.
iShares MSCI EAFE Growth ETF made up 0.37% of Interchange Capital Partners's portfolio in Q1 2026, its #68 holding.
Interchange Capital Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 17 quarters since.
Interchange Capital Partners's iShares MSCI EAFE Growth ETF position peaked at $2.23M in Q2 2023.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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