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Karn Couzens & Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Karn Couzens & Associates’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$2.5M Buy
24,696
+2,217
+10% +$222K 1.59% 13
2021
Q4 		$2.42M Buy
22,479
+1,469
+7% +$154K 1.66% 11
2021
Q3 		$2.07M Buy
21,010
+369
+2% +$37.4K 1.58% 13
2021
Q2 		$2.03M Sell
20,641
-658
-3% -$62.9K 1.58% 13
2021
Q1 		$1.94M Buy
21,299
+196
+0.9% +$17.4K 1.74% 12
2020
Q4 		$1.81M Buy
+21,103
New +$1.71M 1.72% 13

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

Karn Couzens & Associates increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 9.9% in Q1 2022, buying an estimated $222K and bringing the position to 24,696 shares worth $2.5M. The position accounts for 1.59% of the portfolio, ranked #13.

Karn Couzens & Associates first reported a position in ESGU in Q4 2020 and has held it in 6 quarters since. 651 funds tracked by Wall St. Rank hold ESGU as of Q1 2022.

  • Karn Couzens & Associates held 24,696 shares of iShares ESG Aware MSCI USA ETF worth $2.5M as of Q1 2022.
  • Karn Couzens & Associates bought 2,217 iShares ESG Aware MSCI USA ETF shares in Q1 2022, an estimated $222K.
  • iShares ESG Aware MSCI USA ETF made up 1.59% of Karn Couzens & Associates's portfolio in Q1 2022, its #13 holding.
  • Karn Couzens & Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 6 quarters since.
  • 651 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2022.

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