Karp Capital Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-34,759	Closed	-$1.62M	–	163
2021 Q3	$1.62M	Buy	34,759 +327	+0.9%	+$16.2K	0.23%	91
2021 Q2	$1.67M	Buy	34,432 +3,209	+10%	+$153K	0.25%	88
2021 Q1	$1.38M	Buy	31,223 +13,513	+76%	+$603K	0.25%	80
2020 Q4	$791K	Buy	+17,710	New	+$752K	0.16%	83

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Karp Capital Management's EWL Position: Q4 2021 in Review

Karp Capital Management sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2021, closing a stake of 34,759 shares — an estimated $1.62M sold.

Karp Capital Management first reported a position in EWL in Q4 2020 and held it in 4 quarters. The position peaked at $1.67M in Q2 2021. 181 funds tracked by Wall St. Rank hold EWL as of Q4 2021.

Karp Capital Management reported no remaining iShares MSCI Switzerland ETF position as of Q4 2021 after selling out during the quarter.
Karp Capital Management sold 34,759 iShares MSCI Switzerland ETF shares in Q4 2021, an estimated $1.62M.
Karp Capital Management first reported a position in iShares MSCI Switzerland ETF in Q4 2020 and held it in 4 quarters.
Karp Capital Management's iShares MSCI Switzerland ETF position peaked at $1.67M in Q2 2021.
181 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2021.

Based on Karp Capital Management's 13F filing for Q4 2021, filed 4 Feb 2022.