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Karn Couzens & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Karn Couzens & Associates’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$1.8M Buy
25,917
+948
+4% +$67.1K 1.14% 18
2021
Q4 		$1.86M Buy
24,969
+1,578
+7% +$119K 1.28% 15
2021
Q3 		$1.74M Buy
23,391
+2,359
+11% +$179K 1.32% 15
2021
Q2 		$1.57M Buy
21,032
+1,576
+8% +$119K 1.22% 17
2021
Q1 		$1.4M Buy
19,456
+5,446
+39% +$389K 1.26% 17
2020
Q4 		$968K Buy
+14,010
New +$906K 0.92% 20

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Karn Couzens & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.8% in Q1 2022, buying an estimated $67.1K and bringing the position to 25,917 shares worth $1.8M. The position accounts for 1.14% of the portfolio, ranked #18.

Karn Couzens & Associates first reported a position in IEFA in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.86M in Q4 2021. 1,518 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Karn Couzens & Associates held 25,917 shares of iShares Core MSCI EAFE ETF worth $1.8M as of Q1 2022.
  • Karn Couzens & Associates bought 948 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $67.1K.
  • iShares Core MSCI EAFE ETF made up 1.14% of Karn Couzens & Associates's portfolio in Q1 2022, its #18 holding.
  • Karn Couzens & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 6 quarters since.
  • Karn Couzens & Associates's iShares Core MSCI EAFE ETF position peaked at $1.86M in Q4 2021.
  • 1,518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

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