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

Karp Capital Management’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-335	Closed	-$16K	–	149
2015 Q3	$16K	Hold	335	–	–	0.01%	243
2015 Q2	$18K	Hold	335	–	–	0.01%	254
2015 Q1	$18K	Hold	335	–	–	0.01%	258
2014 Q4	$17K	Buy	+335	New	+$17.7K	0.01%	254

Other funds holding EFV

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

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Karp Capital Management's EFV Position: Q4 2015 in Review

Karp Capital Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2015, closing a stake of 335 shares — an estimated $16K sold.

Karp Capital Management first reported a position in EFV in Q4 2014 and held it in 4 quarters. The position peaked at $18K in Q2 2015. 193 funds tracked by Wall St. Rank hold EFV as of Q4 2015.

Karp Capital Management reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2015 after selling out during the quarter.
Karp Capital Management sold 335 iShares MSCI EAFE Value ETF shares in Q4 2015, an estimated $16K.
Karp Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2014 and held it in 4 quarters.
Karp Capital Management's iShares MSCI EAFE Value ETF position peaked at $18K in Q2 2015.
193 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.