Interchange Capital Partners
EZU icon

Interchange Capital Partners’s iShare MSCI Eurozone ETF EZU Stock Holding History

Interchange Capital Partners’s Portfolio EZU Stock Details EZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.88M Sell
27,946
-219
-0.8% -$15.2K 0.31% 68
2026
Q2 		$1.96M Sell
28,165
-8,102
-22% -$546K 0.37% 60
2026
Q1 		$1.93M Buy
36,267
+4,585
+14% +$300K 0.61% 37
2025
Q4 		$2.03M Sell
31,682
-1,023
-3% -$64.2K 0.38% 57
2025
Q3 		$2.03M Sell
32,705
-3,723
-10% -$223K 0.4% 51
2025
Q2 		$2.17M Buy
36,428
+161
+0.4% +$9.1K 0.5% 37
2025
Q1 		$1.93M Sell
36,267
-6,305
-15% -$328K 0.54% 37
2024
Q4 		$2.01M Sell
42,572
-2,536
-6% -$124K 0.72% 33
2024
Q3 		$2.36M Buy
45,108
+2,225
+5% +$111K 0.83% 29
2024
Q2 		$2.09M Buy
42,883
+2,482
+6% +$125K 0.76% 31
2024
Q1 		$2.06M Sell
40,401
-1,075
-3% -$51.9K 1.39% 16
2023
Q4 		$1.97M Sell
41,476
-529
-1% -$23.3K 1.47% 15
2023
Q3 		$1.77M Buy
42,005
+198
+0.5% +$8.87K 1.41% 19
2023
Q2 		$1.92M Buy
41,807
+3,506
+9% +$160K 1.46% 18
2023
Q1 		$1.73M Buy
38,301
+5,930
+18% +$259K 0.94% 25
2022
Q4 		$1.28M Buy
32,371
+2,027
+7% +$75.7K 1.3% 18
2022
Q3 		$970K Buy
30,344
+2,481
+9% +$89.2K 1.06% 20
2022
Q2 		$1.01M Buy
27,863
+12,553
+82% +$503K 1.14% 19
2022
Q1 		$662K Buy
15,310
+6,365
+71% +$290K 0.68% 36
2021
Q4 		$438K Buy
+8,945
New +$440K 0.44% 75
2021
Q3 		– Sell
-4,103
Closed -$202K – 98
2021
Q2 		$202K Buy
+4,103
New +$203K 0.31% 99

Other funds holding EZU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Interchange Capital Partners's EZU Position: Q3 2026 in Review

Interchange Capital Partners reduced its iShare MSCI Eurozone ETF (EZU) stake by 0.78% in Q3 2026, selling an estimated $15.2K and leaving 27,946 shares worth $1.88M. The position accounts for 0.31% of the portfolio, ranked #68.

Interchange Capital Partners first reported a position in EZU in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.36M in Q3 2024. 234 funds tracked by Wall St. Rank hold EZU as of Q3 2026.

  • Interchange Capital Partners held 27,946 shares of iShare MSCI Eurozone ETF worth $1.88M as of Q3 2026.
  • Interchange Capital Partners sold 219 iShare MSCI Eurozone ETF shares in Q3 2026, an estimated $15.2K.
  • iShare MSCI Eurozone ETF made up 0.31% of Interchange Capital Partners's portfolio in Q3 2026, its #68 holding.
  • Interchange Capital Partners first reported a position in iShare MSCI Eurozone ETF in Q2 2021 and has held it in 21 quarters since.
  • Interchange Capital Partners's iShare MSCI Eurozone ETF position peaked at $2.36M in Q3 2024.
  • 234 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.