Karn Couzens & Associates’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$443K	Sell	12,054 -42	-0.3%	-$1.61K	0.28%	53
2021 Q4	$481K	Buy	12,096 +655	+6%	+$27K	0.33%	42
2021 Q3	$474K	Buy	11,441 +609	+6%	+$26K	0.36%	38
2021 Q2	$489K	Sell	10,832 -4,371	-29%	-$194K	0.38%	35
2021 Q1	$658K	Sell	15,203 -4,912	-24%	-$218K	0.59%	30
2020 Q4	$844K	Buy	+20,115	New	+$784K	0.8%	24

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

PCA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Karn Couzens & Associates reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.35% in Q1 2022, selling an estimated $1.61K and leaving 12,054 shares worth $443K. The position accounts for 0.28% of the portfolio, ranked #53.

Karn Couzens & Associates first reported a position in ESGE in Q4 2020 and has held it in 6 quarters since. The position peaked at $844K in Q4 2020. 567 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

Karn Couzens & Associates held 12,054 shares of iShares ESG Aware MSCI EM ETF worth $443K as of Q1 2022.
Karn Couzens & Associates sold 42 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $1.61K.
iShares ESG Aware MSCI EM ETF made up 0.28% of Karn Couzens & Associates's portfolio in Q1 2022, its #53 holding.
Karn Couzens & Associates first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's iShares ESG Aware MSCI EM ETF position peaked at $844K in Q4 2020.
567 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

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