Karn Couzens & Associates’s iShares Morningstar US Equity ETF ILCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$373K	Hold	5,932	–	–	0.24%	59
2021 Q4	$394K	Hold	5,932	–	–	0.27%	53
2021 Q3	$360K	Hold	5,932	–	–	0.27%	52
2021 Q2	$360K	Hold	5,932	–	–	0.28%	49
2021 Q1	$333K	Hold	5,932	–	–	0.3%	51
2020 Q4	$322K	Buy	+5,932	New	+$303K	0.31%	47

Other funds holding ILCB

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Karn Couzens & Associates held its iShares Morningstar US Equity ETF (ILCB) position steady in Q1 2022 at 5,932 shares worth $373K. The position accounts for 0.24% of the portfolio, ranked #59.

Karn Couzens & Associates first reported a position in ILCB in Q4 2020 and has held it in 6 quarters since. The position peaked at $394K in Q4 2021. 137 funds tracked by Wall St. Rank hold ILCB as of Q1 2022.

Karn Couzens & Associates held 5,932 shares of iShares Morningstar US Equity ETF worth $373K as of Q1 2022.
Karn Couzens & Associates left its iShares Morningstar US Equity ETF share count unchanged in Q1 2022.
iShares Morningstar US Equity ETF made up 0.24% of Karn Couzens & Associates's portfolio in Q1 2022, its #59 holding.
Karn Couzens & Associates first reported a position in iShares Morningstar US Equity ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's iShares Morningstar US Equity ETF position peaked at $394K in Q4 2021.
137 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2022.

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