KCA
MLRG

Karn Couzens & Associates’s iShares MSCI USA ETF MLRG Stock Holding History

Karn Couzens & Associates’s Portfolio MLRG Stock Details MLRG 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 MLRG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Karn Couzens & Associates held its iShares MSCI USA ETF (MLRG) 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 MLRG 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 MLRG as of Q1 2022.

  • Karn Couzens & Associates held 5,932 shares of iShares MSCI USA ETF worth $373K as of Q1 2022.
  • Karn Couzens & Associates left its iShares MSCI USA ETF share count unchanged in Q1 2022.
  • iShares MSCI USA 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 MSCI USA ETF in Q4 2020 and has held it in 6 quarters since.
  • Karn Couzens & Associates's iShares MSCI USA ETF position peaked at $394K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2022.

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