Karp Capital Management’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-94,202	Closed	-$2.7M	–	130
2017 Q4	$2.7M	Buy	94,202 +1,740	+2%	+$50.6K	1.14%	35
2017 Q3	$2.63M	Buy	92,462 +6,392	+7%	+$175K	1.22%	35
2017 Q2	$2.41M	Buy	86,070 +12,020	+16%	+$342K	1.19%	38
2017 Q1	$2.06M	Buy	+74,050	New	+$1.98M	1.16%	40

Other funds holding HEWG

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Karp Capital Management's HEWG Position: Q1 2018 in Review

Karp Capital Management sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q1 2018, closing a stake of 94,202 shares — an estimated $2.7M sold.

Karp Capital Management first reported a position in HEWG in Q1 2017 and held it in 4 quarters. The position peaked at $2.7M in Q4 2017. 67 funds tracked by Wall St. Rank hold HEWG as of Q1 2018.

Karp Capital Management reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q1 2018 after selling out during the quarter.
Karp Capital Management sold 94,202 iShares Currency Hedged MSCI Germany ETF shares in Q1 2018, an estimated $2.7M.
Karp Capital Management first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2017 and held it in 4 quarters.
Karp Capital Management's iShares Currency Hedged MSCI Germany ETF position peaked at $2.7M in Q4 2017.
67 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q1 2018.

Based on Karp Capital Management's 13F filing for Q1 2018, filed 8 May 2018.