Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Kovitz Investment Group Partners’s Portfolio CMDY Stock Details CMDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,536
Closed -$426K – 1229
2024
Q3 		$426K Sell
8,536
-20,352
-70% -$983K ﹤0.01% 783
2024
Q2 		$1.43M Sell
28,888
-11,537
-29% -$576K 0.01% 478
2024
Q1 		$1.94M Buy
+40,425
New +$1.89M 0.02% 301

Other funds holding CMDY

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Kovitz Investment Group Partners's CMDY Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q4 2024, closing a stake of 8,536 shares — an estimated $426K sold.

Kovitz Investment Group Partners first reported a position in CMDY in Q1 2024 and held it in 3 quarters. The position peaked at $1.94M in Q1 2024. 60 funds tracked by Wall St. Rank hold CMDY as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 8,536 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q4 2024, an estimated $426K.
  • Kovitz Investment Group Partners first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $1.94M in Q1 2024.
  • 60 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.