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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$885K	Buy	9,192 +110	+1%	+$10.8K	0.56%	30
2021 Q4	$1M	Buy	9,082 +304	+3%	+$33.3K	0.69%	25
2021 Q3	$935K	Buy	8,778 +111	+1%	+$12.2K	0.71%	25
2021 Q2	$930K	Sell	8,667 -226	-3%	-$24K	0.72%	25
2021 Q1	$893K	Buy	8,893 +897	+11%	+$91.2K	0.8%	24
2020 Q4	$807K	Buy	+7,996	New	+$756K	0.76%	25

Other funds holding EFG

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Karn Couzens & Associates increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.2% in Q1 2022, buying an estimated $10.8K and bringing the position to 9,192 shares worth $885K. The position accounts for 0.56% of the portfolio, ranked #30.

Karn Couzens & Associates first reported a position in EFG in Q4 2020 and has held it in 6 quarters since. The position peaked at $1M in Q4 2021. 718 funds tracked by Wall St. Rank hold EFG as of Q1 2022.

Karn Couzens & Associates held 9,192 shares of iShares MSCI EAFE Growth ETF worth $885K as of Q1 2022.
Karn Couzens & Associates bought 110 iShares MSCI EAFE Growth ETF shares in Q1 2022, an estimated $10.8K.
iShares MSCI EAFE Growth ETF made up 0.56% of Karn Couzens & Associates's portfolio in Q1 2022, its #30 holding.
Karn Couzens & Associates first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's iShares MSCI EAFE Growth ETF position peaked at $1M in Q4 2021.
718 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2022.

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