Karp Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Karp Capital Management’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
2022 Q3	–	Sell	-59,392	Closed	-$3.71M	–	132
2022 Q2	$3.71M	Buy	+59,392	New	+$4.04M	0.66%	59
2019 Q1	–	Sell	-650	Closed	-$38K	–	183
2018 Q4	$38K	Buy	+650	New	+$40.6K	0.02%	161
2018 Q3	–	Sell	-54,747	Closed	-$3.67M	–	117
2018 Q2	$3.67M	Sell	54,747 -2,493	-4%	-$175K	1.44%	20
2018 Q1	$3.99M	Buy	57,240 +3,465	+6%	+$247K	1.61%	19
2017 Q4	$3.78M	Buy	53,775 +8,300	+18%	+$577K	1.6%	18
2017 Q3	$3.11M	Buy	45,475 +6,630	+17%	+$443K	1.45%	21
2017 Q2	$2.53M	Buy	38,845 +9,920	+34%	+$642K	1.25%	34
2017 Q1	$1.8M	Buy	+28,925	New	+$1.75M	1.02%	45
2015 Q4	–	Sell	-910	Closed	-$52K	–	148
2015 Q3	$52K	Buy	910 +235	+35%	+$14.5K	0.04%	165
2015 Q2	$43K	Hold	675	–	–	0.03%	176
2015 Q1	$43K	Buy	675 +243	+56%	+$15.3K	0.03%	180
2014 Q4	$26K	Buy	+432	New	+$27K	0.02%	208

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Karp Capital Management's EFA Position: Q3 2022 in Review

Karp Capital Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2022, closing a stake of 59,392 shares — an estimated $3.71M sold.

Karp Capital Management first reported a position in EFA in Q4 2014 and held it in 12 quarters. The position peaked at $3.99M in Q1 2018. 1,586 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

Karp Capital Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Karp Capital Management sold 59,392 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $3.71M.
Karp Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2014 and held it in 12 quarters.
Karp Capital Management's iShares MSCI EAFE ETF position peaked at $3.99M in Q1 2018.
1,586 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Karp Capital Management's 13F filing for Q3 2022, filed 18 Oct 2022.