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

Karp Capital Management’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
2022 Q4	–	Sell	-130,548	Closed	-$6.88M	–	48
2022 Q3	$6.88M	Sell	130,548 -38,966	-23%	-$2.29M	1.41%	25
2022 Q2	$9.98M	Sell	169,514 -72,501	-30%	-$4.65M	1.76%	12
2022 Q1	$16.8M	Buy	242,015 +75,005	+45%	+$5.31M	2.45%	6
2021 Q4	$12.5M	Buy	167,010 +4,282	+3%	+$322K	1.56%	19
2021 Q3	$12.1M	Buy	162,728 +23,334	+17%	+$1.78M	1.7%	15
2021 Q2	$10.4M	Buy	139,394 +24,271	+21%	+$1.83M	1.55%	19
2021 Q1	$8.29M	Buy	115,123 +25,533	+28%	+$1.82M	1.5%	24
2020 Q4	$6.19M	Buy	89,590 +7,224	+9%	+$467K	1.27%	30
2020 Q3	$4.96M	Buy	+82,366	New	+$4.97M	1.21%	34
2020 Q1	–	Sell	-108,758	Closed	-$7.09M	–	97
2019 Q4	$7.09M	Buy	108,758 +12,333	+13%	+$782K	1.87%	16
2019 Q3	$5.89M	Buy	+96,425	New	+$5.82M	1.72%	24

Other funds holding IEFA

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Karp Capital Management's IEFA Position: Q4 2022 in Review

Karp Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 130,548 shares — an estimated $6.88M sold.

Karp Capital Management first reported a position in IEFA in Q3 2019 and held it in 11 quarters. The position peaked at $16.8M in Q1 2022. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

Karp Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 130,548 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $6.88M.
Karp Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and held it in 11 quarters.
Karp Capital Management's iShares Core MSCI EAFE ETF position peaked at $16.8M in Q1 2022.
1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.