Karn Couzens & Associates’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$231K	Buy	+3,130	New	+$236K	0.15%	80

Other funds holding ESGD

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Karn Couzens & Associates opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2022: 3,130 shares worth $231K. The stake represents 0.15% of the portfolio and ranks #80 among its holdings.

483 funds tracked by Wall St. Rank hold ESGD as of Q1 2022.

Karn Couzens & Associates held 3,130 shares of iShares ESG Aware MSCI EAFE ETF worth $231K as of Q1 2022.
iShares ESG Aware MSCI EAFE ETF was a new Karn Couzens & Associates position in Q1 2022.
iShares ESG Aware MSCI EAFE ETF made up 0.15% of Karn Couzens & Associates's portfolio in Q1 2022, its #80 holding.
483 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2022.

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