Kovitz Investment Group Partners
COLO

Kovitz Investment Group Partners’s Global X MSCI Colombia ETF COLO Stock Holding History

Kovitz Investment Group Partners’s Portfolio COLO Stock Details COLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-40,787
Closed -$1.34M – 812
2025
Q3 		$1.34M Sell
40,787
-1,998
-5% -$62K 0.01% 763
2025
Q2 		$1.23M Buy
42,785
+2,248
+6% +$63.5K 0.01% 749
2025
Q1 		$1.11M Sell
40,537
-3,267
-7% -$85.2K 0.01% 709
2024
Q4 		$999K Sell
43,804
-648
-1% -$15.2K ﹤0.01% 719
2024
Q3 		$1.04M Sell
44,452
-856
-2% -$20.7K 0.01% 619
2024
Q2 		$1.12M Sell
45,308
-64
-0.1% -$1.67K 0.01% 519
2024
Q1 		$1.14M Buy
+45,372
New +$1.07M 0.01% 386
2020
Q4 		– Sell
-31,384
Closed -$736K – 419
2020
Q3 		$736K Sell
31,384
-2,602
-8% -$63.3K 0.02% 292
2020
Q2 		$772K Sell
33,986
-389
-1% -$8.87K 0.02% 277
2020
Q1 		$737K Buy
+34,375
New +$1.14M 0.03% 269
2019
Q2 		– Sell
-37,927
Closed -$1.46M – 358
2019
Q1 		$1.46M Sell
37,927
-1,238
-3% -$45.6K 0.05% 228
2018
Q4 		$1.22M Buy
+39,165
New +$1.39M 0.05% 178

Other funds holding COLO

MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LSA
Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
Massar Capital Management Stamford, Connecticut $1.03B AUM 35.79% 1-Year Est. Return

Kovitz Investment Group Partners's COLO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Global X MSCI Colombia ETF (COLO) in Q4 2025, closing a stake of 40,787 shares — an estimated $1.34M sold.

Kovitz Investment Group Partners first reported a position in COLO in Q4 2018 and held it in 12 quarters. The position peaked at $1.46M in Q1 2019. 34 funds tracked by Wall St. Rank hold COLO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Global X MSCI Colombia ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 40,787 Global X MSCI Colombia ETF shares in Q4 2025, an estimated $1.34M.
  • Kovitz Investment Group Partners first reported a position in Global X MSCI Colombia ETF in Q4 2018 and held it in 12 quarters.
  • Kovitz Investment Group Partners's Global X MSCI Colombia ETF position peaked at $1.46M in Q1 2019.
  • 34 funds tracked by Wall St. Rank held Global X MSCI Colombia ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.