KCA
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Karn Couzens & Associates’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Karn Couzens & Associates’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$211K Sell
5,926
-482
-8% -$17.2K 0.13% 87
2021
Q4 		$253K Hold
6,408
– – 0.17% 71
2021
Q3 		$231K Buy
6,408
+482
+8% +$17.9K 0.18% 68
2021
Q2 		$215K Buy
+5,926
New +$207K 0.17% 69

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Karn Couzens & Associates reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 7.5% in Q1 2022, selling an estimated $17.2K and leaving 5,926 shares worth $211K. The position accounts for 0.13% of the portfolio, ranked #87.

Karn Couzens & Associates first reported a position in USXF in Q2 2021 and has held it in 4 quarters since. The position peaked at $253K in Q4 2021. 130 funds tracked by Wall St. Rank hold USXF as of Q1 2022.

  • Karn Couzens & Associates held 5,926 shares of iShares ESG Advanced MSCI USA ETF worth $211K as of Q1 2022.
  • Karn Couzens & Associates sold 482 iShares ESG Advanced MSCI USA ETF shares in Q1 2022, an estimated $17.2K.
  • iShares ESG Advanced MSCI USA ETF made up 0.13% of Karn Couzens & Associates's portfolio in Q1 2022, its #87 holding.
  • Karn Couzens & Associates first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2021 and has held it in 4 quarters since.
  • Karn Couzens & Associates's iShares ESG Advanced MSCI USA ETF position peaked at $253K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2022.

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