KCA
EFV icon

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

Karn Couzens & Associates’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$752K Buy
14,962
+584
+4% +$29.7K 0.48% 33
2021
Q4 		$725K Buy
14,378
+7,419
+107% +$379K 0.5% 28
2021
Q3 		$354K Buy
6,959
+57
+0.8% +$2.95K 0.27% 53
2021
Q2 		$357K Buy
+6,902
New +$365K 0.28% 50

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Karn Couzens & Associates increased its iShares MSCI EAFE Value ETF (EFV) stake by 4.1% in Q1 2022, buying an estimated $29.7K and bringing the position to 14,962 shares worth $752K. The position accounts for 0.48% of the portfolio, ranked #33.

Karn Couzens & Associates first reported a position in EFV in Q2 2021 and has held it in 4 quarters since. 737 funds tracked by Wall St. Rank hold EFV as of Q1 2022.

  • Karn Couzens & Associates held 14,962 shares of iShares MSCI EAFE Value ETF worth $752K as of Q1 2022.
  • Karn Couzens & Associates bought 584 iShares MSCI EAFE Value ETF shares in Q1 2022, an estimated $29.7K.
  • iShares MSCI EAFE Value ETF made up 0.48% of Karn Couzens & Associates's portfolio in Q1 2022, its #33 holding.
  • Karn Couzens & Associates first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and has held it in 4 quarters since.
  • 737 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2022.

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