Karn Couzens & Associates’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Karn Couzens & Associates’s Portfolio EFAV Stock Details EFAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.24M	Sell	17,215 -303	-2%	-$22K	0.79%	24
2021 Q4	$1.34M	Sell	17,518 -50	-0.3%	-$3.81K	0.92%	19
2021 Q3	$1.32M	Sell	17,568 -666	-4%	-$51.7K	1.01%	18
2021 Q2	$1.38M	Sell	18,234 -1,416	-7%	-$107K	1.07%	18
2021 Q1	$1.43M	Sell	19,650 -1,389	-7%	-$102K	1.29%	16
2020 Q4	$1.54M	Buy	+21,039	New	+$1.48M	1.46%	16

Other funds holding EFAV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Karn Couzens & Associates reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.7% in Q1 2022, selling an estimated $22K and leaving 17,215 shares worth $1.24M. The position accounts for 0.79% of the portfolio, ranked #24.

Karn Couzens & Associates first reported a position in EFAV in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.54M in Q4 2020. 546 funds tracked by Wall St. Rank hold EFAV as of Q1 2022.

Karn Couzens & Associates held 17,215 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.24M as of Q1 2022.
Karn Couzens & Associates sold 303 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2022, an estimated $22K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.79% of Karn Couzens & Associates's portfolio in Q1 2022, its #24 holding.
Karn Couzens & Associates first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.54M in Q4 2020.
546 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2022.

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