KCA
IXG icon

Karn Couzens & Associates’s iShares Global Financials ETF IXG Stock Holding History

Karn Couzens & Associates’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$225K Buy
2,837
+121
+4% +$9.78K 0.14% 83
2021
Q4 		$217K Buy
+2,716
New +$220K 0.15% 78

Other funds holding IXG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Karn Couzens & Associates increased its iShares Global Financials ETF (IXG) stake by 4.5% in Q1 2022, buying an estimated $9.78K and bringing the position to 2,837 shares worth $225K. The position accounts for 0.14% of the portfolio, ranked #83.

Karn Couzens & Associates first reported a position in IXG in Q4 2021 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold IXG as of Q1 2022.

  • Karn Couzens & Associates held 2,837 shares of iShares Global Financials ETF worth $225K as of Q1 2022.
  • Karn Couzens & Associates bought 121 iShares Global Financials ETF shares in Q1 2022, an estimated $9.78K.
  • iShares Global Financials ETF made up 0.14% of Karn Couzens & Associates's portfolio in Q1 2022, its #83 holding.
  • Karn Couzens & Associates first reported a position in iShares Global Financials ETF in Q4 2021 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2022.

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