Karn Couzens & Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$301K	Sell	5,415 -40	-0.7%	-$2.31K	0.19%	67
2021 Q4	$327K	Sell	5,455 -60	-1%	-$3.7K	0.22%	59
2021 Q3	$341K	Hold	5,515	–	–	0.26%	55
2021 Q2	$369K	Hold	5,515	–	–	0.29%	47
2021 Q1	$355K	Buy	5,515 +490	+10%	+$32.2K	0.32%	44
2020 Q4	$312K	Buy	+5,025	New	+$290K	0.3%	49

Other funds holding IEMG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Karn Couzens & Associates reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.73% in Q1 2022, selling an estimated $2.31K and leaving 5,415 shares worth $301K. The position accounts for 0.19% of the portfolio, ranked #67.

Karn Couzens & Associates first reported a position in IEMG in Q4 2020 and has held it in 6 quarters since. The position peaked at $369K in Q2 2021. 1,478 funds tracked by Wall St. Rank hold IEMG as of Q1 2022.

Karn Couzens & Associates held 5,415 shares of iShares Core MSCI Emerging Markets ETF worth $301K as of Q1 2022.
Karn Couzens & Associates sold 40 iShares Core MSCI Emerging Markets ETF shares in Q1 2022, an estimated $2.31K.
iShares Core MSCI Emerging Markets ETF made up 0.19% of Karn Couzens & Associates's portfolio in Q1 2022, its #67 holding.
Karn Couzens & Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's iShares Core MSCI Emerging Markets ETF position peaked at $369K in Q2 2021.
1,478 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2022.

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