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Karn Couzens & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Karn Couzens & Associates’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
Q1 		$223K Buy
3,032
+405
+15% +$30.3K 0.14% 85
2021
Q4 		$207K Buy
+2,627
New +$208K 0.14% 83

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Karn Couzens & Associates's EFA Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares MSCI EAFE ETF (EFA) stake by 15% in Q1 2022, buying an estimated $30.3K and bringing the position to 3,032 shares worth $223K. The position accounts for 0.14% of the portfolio, ranked #85.

Karn Couzens & Associates first reported a position in EFA in Q4 2021 and has held it in 2 quarters since. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

  • Karn Couzens & Associates held 3,032 shares of iShares MSCI EAFE ETF worth $223K as of Q1 2022.
  • Karn Couzens & Associates bought 405 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $30.3K.
  • iShares MSCI EAFE ETF made up 0.14% of Karn Couzens & Associates's portfolio in Q1 2022, its #85 holding.
  • Karn Couzens & Associates first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.