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

Interchange Capital Partners’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.68M Sell
85,352
-8,109
-9% -$757K 2.11% 7
2025
Q4 		$8.36M Sell
93,461
-3,728
-4% -$330K 1.55% 10
2025
Q3 		$8.49M Sell
97,189
-49
-0.1% -$4.16K 1.66% 9
2025
Q2 		$8.12M Sell
97,238
-6,363
-6% -$505K 1.88% 8
2025
Q1 		$7.84M Buy
103,601
+35,852
+53% +$2.68M 2.19% 8
2024
Q4 		$4.76M Sell
67,749
-3,943
-5% -$291K 1.72% 10
2024
Q3 		$5.6M Sell
71,692
-717
-1% -$53.7K 1.97% 8
2024
Q2 		$5.26M Buy
72,409
+9,322
+15% +$686K 1.92% 8
2024
Q1 		$4.68M Buy
63,087
+1,504
+2% +$107K 3.16% 4
2023
Q4 		$4.32M Buy
61,583
+2,097
+4% +$138K 3.23% 4
2023
Q3 		$3.83M Buy
59,486
+466
+0.8% +$31.2K 3.04% 4
2023
Q2 		$3.99M Sell
59,020
-11,322
-16% -$768K 3.05% 4
2023
Q1 		$4.7M Buy
70,342
+13,215
+23% +$866K 2.55% 6
2022
Q4 		$3.52M Buy
57,127
+14,963
+35% +$881K 3.59% 6
2022
Q3 		$2.22M Buy
42,164
+1,852
+5% +$109K 2.44% 5
2022
Q2 		$2.37M Sell
40,312
-14,362
-26% -$921K 2.67% 5
2022
Q1 		$3.8M Sell
54,674
-8,422
-13% -$596K 3.9% 3
2021
Q4 		$4.71M Buy
63,096
+42,642
+208% +$3.2M 4.73% 2
2021
Q3 		$1.52M Sell
20,454
-3,295
-14% -$251K 2.54% 5
2021
Q2 		$1.78M Sell
23,749
-32,714
-58% -$2.47M 2.75% 4
2021
Q1 		$4.53M Sell
56,463
-3,829
-6% -$274K 2.45% 3
2020
Q4 		$4.17M Buy
+60,292
New +$3.9M 2.26% 3

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Interchange Capital Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.7% in Q1 2026, selling an estimated $757K and leaving 85,352 shares worth $6.68M. The position accounts for 2.11% of the portfolio, ranked #7.

Interchange Capital Partners first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.49M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Interchange Capital Partners held 85,352 shares of iShares Core MSCI EAFE ETF worth $6.68M as of Q1 2026.
  • Interchange Capital Partners sold 8,109 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $757K.
  • iShares Core MSCI EAFE ETF made up 2.11% of Interchange Capital Partners's portfolio in Q1 2026, its #7 holding.
  • Interchange Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Interchange Capital Partners's iShares Core MSCI EAFE ETF position peaked at $8.49M in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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